S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
+$37.5M
2
+$10.6M
3
+$6.63M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.24M
5
KO icon
Coca-Cola
KO
+$3.39M

Top Sells

1
+$111M
2
+$3.59M
3
+$2.06M
4
USO icon
United States Oil Fund
USO
+$1.82M
5
AXS icon
AXIS Capital
AXS
+$1.04M

Sector Composition

1 Financials 5.66%
2 Consumer Staples 5.17%
3 Consumer Discretionary 5.11%
4 Technology 4.95%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$2K ﹤0.01%
66
1752
$2K ﹤0.01%
78
-132
1753
$2K ﹤0.01%
+43
1754
$2K ﹤0.01%
31
1755
$2K ﹤0.01%
32
1756
$2K ﹤0.01%
32
1757
$2K ﹤0.01%
73
1758
$2K ﹤0.01%
14
-49
1759
$2K ﹤0.01%
57
1760
$2K ﹤0.01%
110
-1,616
1761
$2K ﹤0.01%
58
-116
1762
$2K ﹤0.01%
44
+17
1763
$2K ﹤0.01%
70
-111
1764
$2K ﹤0.01%
114
-360
1765
$2K ﹤0.01%
77
+21
1766
$2K ﹤0.01%
99
-1,462
1767
$2K ﹤0.01%
52
-157
1768
$2K ﹤0.01%
41
+18
1769
$2K ﹤0.01%
+61
1770
$2K ﹤0.01%
+31
1771
$2K ﹤0.01%
700
+350
1772
$2K ﹤0.01%
103
1773
$2K ﹤0.01%
115
-52
1774
$2K ﹤0.01%
110
1775
$2K ﹤0.01%
1,000
-360
69 70
71
72 73