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
$234M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$12.8M
3 +$2.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.45M
5
HUB.A
HUBBELL INC CL-A
HUB.A
+$806K

Top Sells

1 +$6.56M
2 +$1.93M
3 +$1.88M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.41M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.23M

Sector Composition

1 Consumer Staples 17.62%
2 Industrials 8.61%
3 Financials 5.92%
4 Energy 2.74%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1K ﹤0.01%
+7
577
$1K ﹤0.01%
22
578
$1K ﹤0.01%
+8
579
$1K ﹤0.01%
22
580
$1K ﹤0.01%
10
581
$1K ﹤0.01%
16
582
$1K ﹤0.01%
22
583
$1K ﹤0.01%
14
584
$1K ﹤0.01%
34
585
$1K ﹤0.01%
13
586
$1K ﹤0.01%
26
587
$1K ﹤0.01%
32
588
$1K ﹤0.01%
66
589
$1K ﹤0.01%
17
590
$1K ﹤0.01%
28
591
$1K ﹤0.01%
24
-200
592
$1K ﹤0.01%
127
593
$1K ﹤0.01%
7
594
$1K ﹤0.01%
18
+8
595
$1K ﹤0.01%
1
596
$1K ﹤0.01%
18
597
$1K ﹤0.01%
29
598
$1K ﹤0.01%
+87
599
$1K ﹤0.01%
10
+3
600
$1K ﹤0.01%
25