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
1876
$1K ﹤0.01%
31
1877
$1K ﹤0.01%
43
1878
$1K ﹤0.01%
50
1879
$1K ﹤0.01%
26
1880
$1K ﹤0.01%
46
1881
$1K ﹤0.01%
800
1882
$1K ﹤0.01%
61
+54
1883
$1K ﹤0.01%
+21
1884
$1K ﹤0.01%
11
1885
$1K ﹤0.01%
53
-20
1886
$1K ﹤0.01%
104
+38
1887
$1K ﹤0.01%
60
1888
$1K ﹤0.01%
+14
1889
$1K ﹤0.01%
7
1890
$1K ﹤0.01%
+42
1891
$1K ﹤0.01%
19
1892
$1K ﹤0.01%
+32
1893
$1K ﹤0.01%
112
1894
$1K ﹤0.01%
30
1895
$1K ﹤0.01%
22
1896
$1K ﹤0.01%
89
-846
1897
$1K ﹤0.01%
+20
1898
$1K ﹤0.01%
+21
1899
$1K ﹤0.01%
17
1900
$1K ﹤0.01%
9
74 75
76
77 78