S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$852M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$2.59M
3 +$2.21M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.05M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.87M

Top Sells

1 +$8.41M
2 +$5.54M
3 +$4.45M
4
BA icon
Boeing
BA
+$3.9M
5
AXS icon
AXIS Capital
AXS
+$2.45M

Sector Composition

1 Financials 6.08%
2 Technology 4.59%
3 Consumer Staples 4.59%
4 Industrials 3.99%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1K ﹤0.01%
+140
1702
$1K ﹤0.01%
+14
1703
$1K ﹤0.01%
+17
1704
$1K ﹤0.01%
+9
1705
$1K ﹤0.01%
+35
1706
$1K ﹤0.01%
+34
1707
$1K ﹤0.01%
+1
1708
$1K ﹤0.01%
+76
1709
$1K ﹤0.01%
+54
1710
$1K ﹤0.01%
+37
1711
$1K ﹤0.01%
+32
1712
$1K ﹤0.01%
+97
1713
$1K ﹤0.01%
+15
1714
$1K ﹤0.01%
+69
1715
$1K ﹤0.01%
+24
1716
$1K ﹤0.01%
+114
1717
$1K ﹤0.01%
+38
1718
$1K ﹤0.01%
+200
1719
$1K ﹤0.01%
+19
1720
$1K ﹤0.01%
+9
1721
$1K ﹤0.01%
+66
1722
$1K ﹤0.01%
+304
1723
$1K ﹤0.01%
+28
1724
$1K ﹤0.01%
+73
1725
$1K ﹤0.01%
+43