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
1851
$1K ﹤0.01%
+22
1852
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12
1853
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+304
1854
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1855
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+227
1856
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54
-29
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1859
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+124
1860
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26
-45
1861
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129
+1
1862
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+13
1864
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91
-9
1865
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+80
1866
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1867
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12
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1869
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1870
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+73
1871
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55
1872
$1K ﹤0.01%
+443
1873
$1K ﹤0.01%
+75
1874
$1K ﹤0.01%
31
1875
$1K ﹤0.01%
43