S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1 +$58.8M
2 +$25M
3 +$20.2M
4
UPS icon
United Parcel Service
UPS
+$13.2M
5
FLG
Flagstar Bank National Association
FLG
+$5.28M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.54%
2 Industrials 9.69%
3 Financials 5.57%
4 Energy 3.11%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$0 ﹤0.01%
+1
652
$0 ﹤0.01%
+39
653
$0 ﹤0.01%
+1
654
$0 ﹤0.01%
+40
655
$0 ﹤0.01%
+69
656
$0 ﹤0.01%
+11
657
$0 ﹤0.01%
+20
658
$0 ﹤0.01%
+23
659
$0 ﹤0.01%
+3
660
$0 ﹤0.01%
+10