We are live on ! Find out more
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
$412M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$5.91M
3
+$4.14M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.12M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.04M

Top Sells

1
+$22.7M
2
+$2.13M
3
+$1.13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$986K
5
BRP
BROOKFIELD RESIDENTIAL PROPERTIES INC
BRP
+$675K

Sector Composition

1 Consumer Staples 7.5%
2 Industrials 4.31%
3 Financials 4.24%
4 Healthcare 2.75%
5 Energy 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
513
+55
627
$6K ﹤0.01%
112
+48
628
$6K ﹤0.01%
315
+207
629
$6K ﹤0.01%
229
630
$6K ﹤0.01%
158
+63
631
$6K ﹤0.01%
70
+51
632
$6K ﹤0.01%
120
+62
633
$6K ﹤0.01%
338
634
$6K ﹤0.01%
93
635
$6K ﹤0.01%
108
+66
636
$6K ﹤0.01%
178
+18
637
$6K ﹤0.01%
+131
638
$6K ﹤0.01%
+78
639
$6K ﹤0.01%
111
640
$6K ﹤0.01%
+100
641
$6K ﹤0.01%
172
642
$6K ﹤0.01%
297
643
$6K ﹤0.01%
56
+6
644
$6K ﹤0.01%
108
645
$6K ﹤0.01%
+137
646
$6K ﹤0.01%
70
647
$6K ﹤0.01%
106
648
$6K ﹤0.01%
422
-116
649
$6K ﹤0.01%
1,242
+481
650
$6K ﹤0.01%
82
-988
24 25
26
27 28