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
$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
1901
$1K ﹤0.01%
+41
1902
$1K ﹤0.01%
49
-710
1903
$1K ﹤0.01%
35
+7
1904
$1K ﹤0.01%
27
1905
$1K ﹤0.01%
119
+36
1906
$1K ﹤0.01%
+26
1907
$1K ﹤0.01%
+97
1908
$1K ﹤0.01%
+76
1909
$1K ﹤0.01%
32
-7
1910
$1K ﹤0.01%
+35
1911
$1K ﹤0.01%
+21
1912
$1K ﹤0.01%
+15
1913
$1K ﹤0.01%
9
1914
$1K ﹤0.01%
+7
1915
$1K ﹤0.01%
30
1916
$1K ﹤0.01%
14
1917
$1K ﹤0.01%
11
1918
$1K ﹤0.01%
32
1919
$1K ﹤0.01%
38
-169
1920
$1K ﹤0.01%
50
-141
1921
$1K ﹤0.01%
272
-4,652
1922
$1K ﹤0.01%
69
+58
1923
$1K ﹤0.01%
56
-8
1924
$1K ﹤0.01%
10
1925
$1K ﹤0.01%
+46