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
$287M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.1M
3
+$1.84M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.12M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.01M

Top Sells

1
+$1.62M
2
+$1.31M
3
+$1.16M
4
FLG
Flagstar Bank National Association
FLG
+$775K
5
KO icon
Coca-Cola
KO
+$408K

Sector Composition

1 Consumer Staples 11.52%
2 Industrials 5.41%
3 Financials 4.4%
4 Energy 3.25%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+91
752
$1K ﹤0.01%
14
753
$1K ﹤0.01%
15
754
$1K ﹤0.01%
20
755
$1K ﹤0.01%
14
756
$1K ﹤0.01%
13
757
$1K ﹤0.01%
100
758
$1K ﹤0.01%
158
759
$1K ﹤0.01%
18
-13
760
$1K ﹤0.01%
20
-385
761
$1K ﹤0.01%
17
-943
762
$1K ﹤0.01%
106
-119
763
$1K ﹤0.01%
+43
764
$1K ﹤0.01%
41
765
$1K ﹤0.01%
10
766
$1K ﹤0.01%
+52
767
$1K ﹤0.01%
13
768
$1K ﹤0.01%
14
769
$1K ﹤0.01%
20
770
$1K ﹤0.01%
40
-1,425
771
$1K ﹤0.01%
10
772
$1K ﹤0.01%
11
-4
773
$1K ﹤0.01%
23
774
$1K ﹤0.01%
+12
775
$1K ﹤0.01%
15
29 30
31
32 33