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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
651
$4K ﹤0.01%
+141
652
$4K ﹤0.01%
200
653
$4K ﹤0.01%
+65
654
$4K ﹤0.01%
89
+71
655
$4K ﹤0.01%
+104
656
$4K ﹤0.01%
45
+37
657
$4K ﹤0.01%
+121
658
$4K ﹤0.01%
77
-198
659
$4K ﹤0.01%
+36
660
$4K ﹤0.01%
62
661
$4K ﹤0.01%
89
662
$4K ﹤0.01%
143
-886
663
$4K ﹤0.01%
+100
664
$4K ﹤0.01%
400
665
$4K ﹤0.01%
50
+32
666
$4K ﹤0.01%
78
667
$4K ﹤0.01%
73
-28
668
$4K ﹤0.01%
476
+3
669
$4K ﹤0.01%
70
670
$4K ﹤0.01%
55
671
$4K ﹤0.01%
+259
672
$4K ﹤0.01%
+70
673
$4K ﹤0.01%
173
674
$4K ﹤0.01%
+22
675
$4K ﹤0.01%
200
+160
25 26
27
28 29