S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$36.9M
2
+$10.3M
3
+$6.46M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.19M
5
KO icon
Coca-Cola
KO
+$3.26M

Top Sells

1
+$111M
2
+$3.79M
3
+$2.06M
4
USO icon
United States Oil Fund
USO
+$1.88M
5
AXS icon
AXIS Capital
AXS
+$1.02M

Sector Composition

1 Financials 5.66%
2 Consumer Staples 5.17%
3 Consumer Discretionary 5.11%
4 Technology 4.94%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$3K ﹤0.01%
65
-144
1702
$3K ﹤0.01%
275
-984
1703
$3K ﹤0.01%
+232
1704
$3K ﹤0.01%
+2
1705
$3K ﹤0.01%
72
1706
$3K ﹤0.01%
21
1707
$3K ﹤0.01%
68
1708
$3K ﹤0.01%
195
1709
$3K ﹤0.01%
117
1710
$3K ﹤0.01%
30
1711
$3K ﹤0.01%
+77
1712
$3K ﹤0.01%
256
+18
1713
$3K ﹤0.01%
500
1714
$3K ﹤0.01%
96
1715
$3K ﹤0.01%
362
1716
$3K ﹤0.01%
162
+64
1717
$3K ﹤0.01%
94
-196
1718
$3K ﹤0.01%
85
1719
$3K ﹤0.01%
131
1720
$3K ﹤0.01%
48
1721
$3K ﹤0.01%
102
1722
$3K ﹤0.01%
104
1723
$3K ﹤0.01%
201
1724
$3K ﹤0.01%
+20
1725
$3K ﹤0.01%
142
-31
67 68
69
70 71