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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
601
$6K ﹤0.01%
+75
602
$6K ﹤0.01%
+158
603
$6K ﹤0.01%
+125
604
$6K ﹤0.01%
+753
605
$6K ﹤0.01%
286
606
$6K ﹤0.01%
92
607
$6K ﹤0.01%
106
608
$6K ﹤0.01%
+339
609
$6K ﹤0.01%
+45
610
$6K ﹤0.01%
+180
611
$5K ﹤0.01%
+388
612
$5K ﹤0.01%
89
613
$5K ﹤0.01%
+121
614
$5K ﹤0.01%
+41
615
$5K ﹤0.01%
100
-68
616
$5K ﹤0.01%
1,600
617
$5K ﹤0.01%
+203
618
$5K ﹤0.01%
80
619
$5K ﹤0.01%
76
620
$5K ﹤0.01%
+78
621
$5K ﹤0.01%
+152
622
$5K ﹤0.01%
+229
623
$5K ﹤0.01%
170
624
$5K ﹤0.01%
+129
625
$5K ﹤0.01%
83
23 24
25
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