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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
$402M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$26.5M
3
+$17.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.01M

Top Sells

1
+$6.14M
2
+$5.17M
3
+$1.37M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.1M
5
AWH
Allied World Assurance Co Hld Lt
AWH
+$749K

Sector Composition

1 Consumer Staples 8.01%
2 Industrials 4.33%
3 Financials 4.17%
4 Healthcare 2.47%
5 Technology 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
+541
477
$12K ﹤0.01%
132
+34
478
$11K ﹤0.01%
80
+40
479
$11K ﹤0.01%
352
480
$11K ﹤0.01%
162
+56
481
$11K ﹤0.01%
843
482
$11K ﹤0.01%
+328
483
$11K ﹤0.01%
240
484
$11K ﹤0.01%
130
+80
485
$11K ﹤0.01%
250
486
$11K ﹤0.01%
154
487
$11K ﹤0.01%
258
+50
488
$11K ﹤0.01%
239
-71
489
$11K ﹤0.01%
425
490
$11K ﹤0.01%
314
-304
491
$11K ﹤0.01%
232
492
$11K ﹤0.01%
753
493
$10K ﹤0.01%
468
-526
494
$10K ﹤0.01%
243
+207
495
$10K ﹤0.01%
606
496
$10K ﹤0.01%
193
-257
497
$10K ﹤0.01%
826
498
$10K ﹤0.01%
+100
499
$10K ﹤0.01%
+213
500
$10K ﹤0.01%
423
+181
18 19
20
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