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
1751
0
1752
$0 ﹤0.01%
+1
1753
$0 ﹤0.01%
+165
1754
-14,588
1755
0
1756
0
1757
-8,672
1758
$0 ﹤0.01%
+15
1759
$0 ﹤0.01%
+4
1760
$0 ﹤0.01%
+25
1761
$0 ﹤0.01%
+4
1762
$0 ﹤0.01%
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1763
0
1764
0
1765
$0 ﹤0.01%
+4
1766
$0 ﹤0.01%
+6
1767
-19,582
1768
$0 ﹤0.01%
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1769
$0 ﹤0.01%
+81
1770
$0 ﹤0.01%
+5
1771
-3,713
1772
0
1773
-21,559
1774
-17,147
1775
$0 ﹤0.01%
+1