S

SignatureFD Portfolio holdings

AUM $5.86B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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 4.6%
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%
+97
1702
$1K ﹤0.01%
+15
1703
$1K ﹤0.01%
+69
1704
$1K ﹤0.01%
+24
1705
$1K ﹤0.01%
+114
1706
$1K ﹤0.01%
+200
1707
$1K ﹤0.01%
+19
1708
$1K ﹤0.01%
+9
1709
$1K ﹤0.01%
+66
1710
$1K ﹤0.01%
+304
1711
$1K ﹤0.01%
+28
1712
$1K ﹤0.01%
+73
1713
$1K ﹤0.01%
+43
1714
$1K ﹤0.01%
+22
1715
$1K ﹤0.01%
+236
1716
$1K ﹤0.01%
+46
1717
$1K ﹤0.01%
+66
1718
$1K ﹤0.01%
+19
1719
$1K ﹤0.01%
+39
1720
$1K ﹤0.01%
+36
1721
$1K ﹤0.01%
+64
1722
$1K ﹤0.01%
+154
1723
$1K ﹤0.01%
+43
1724
$1K ﹤0.01%
+40
1725
$1K ﹤0.01%
+11