S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,258
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$10.6M
3
+$6.63M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.24M
5
KO icon
Coca-Cola
KO
+$3.39M

Top Sells

1
+$111M
2
+$3.59M
3
+$2.06M
4
USO icon
United States Oil Fund
USO
+$1.82M
5
AXS icon
AXIS Capital
AXS
+$1.04M

Sector Composition

1 Financials 5.66%
2 Consumer Staples 5.17%
3 Consumer Discretionary 5.11%
4 Technology 4.95%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$3K ﹤0.01%
86
1677
$3K ﹤0.01%
+230
1678
$3K ﹤0.01%
81
1679
$3K ﹤0.01%
33
-269
1680
$3K ﹤0.01%
201
1681
$3K ﹤0.01%
+20
1682
$3K ﹤0.01%
82
1683
$3K ﹤0.01%
203
1684
$3K ﹤0.01%
244
-871
1685
$3K ﹤0.01%
38
-50
1686
$3K ﹤0.01%
72
+22
1687
$3K ﹤0.01%
50
-157
1688
$3K ﹤0.01%
77
1689
$3K ﹤0.01%
+87
1690
$3K ﹤0.01%
37
-46
1691
$3K ﹤0.01%
142
1692
$3K ﹤0.01%
136
1693
$3K ﹤0.01%
9
-26
1694
$3K ﹤0.01%
36
1695
$3K ﹤0.01%
282
1696
$3K ﹤0.01%
146
-113
1697
$3K ﹤0.01%
170
1698
$3K ﹤0.01%
66
-2,000
1699
$3K ﹤0.01%
210
1700
$3K ﹤0.01%
+33
66 67
68
69 70