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
$852M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.67M
3
+$2.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.22M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.91M

Top Sells

1
+$8.7M
2
+$5.98M
3
+$4.91M
4
BA icon
Boeing
BA
+$4.02M
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
1726
$1K ﹤0.01%
+77
1727
$1K ﹤0.01%
+37
1728
$0 ﹤0.01%
+5
1729
$0 ﹤0.01%
+22
1730
– –
-1,570
1731
– –
0
1732
– –
-1,855
1733
$0 ﹤0.01%
+5
1734
$0 ﹤0.01%
+3
1735
$0 ﹤0.01%
+7
1736
– –
0
1737
– –
-11,884
1738
– –
-7,330
1739
– –
0
1740
– –
0
1741
$0 ﹤0.01%
+1
1742
$0 ﹤0.01%
+165
1743
– –
-14,588
1744
– –
0
1745
– –
0
1746
$0 ﹤0.01%
+24
1747
$0 ﹤0.01%
+1
1748
$0 ﹤0.01%
+17
1749
– –
0
1750
$0 ﹤0.01%
+15
68 69
70
71 72