S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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%
282
1702
$3K ﹤0.01%
146
-113
1703
$3K ﹤0.01%
170
1704
$3K ﹤0.01%
66
-2,000
1705
$3K ﹤0.01%
210
1706
$3K ﹤0.01%
+33
1707
$3K ﹤0.01%
34
-58
1708
$3K ﹤0.01%
79
1709
$3K ﹤0.01%
103
-70
1710
$3K ﹤0.01%
90
+83
1711
$3K ﹤0.01%
65
-144
1712
$3K ﹤0.01%
275
-984
1713
$3K ﹤0.01%
195
1714
$3K ﹤0.01%
117
1715
$3K ﹤0.01%
30
1716
$3K ﹤0.01%
+77
1717
$3K ﹤0.01%
256
+18
1718
$3K ﹤0.01%
142
-31
1719
$3K ﹤0.01%
+220
1720
$3K ﹤0.01%
+100
1721
$3K ﹤0.01%
34
-5
1722
$3K ﹤0.01%
210
1723
$3K ﹤0.01%
99
1724
$3K ﹤0.01%
+65
1725
$3K ﹤0.01%
34