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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
$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
751
$3K ﹤0.01%
+580
752
$3K ﹤0.01%
+43
753
$3K ﹤0.01%
80
-99
754
$3K ﹤0.01%
+143
755
$3K ﹤0.01%
+66
756
$3K ﹤0.01%
132
-11
757
$3K ﹤0.01%
+37
758
$3K ﹤0.01%
28
-37
759
$3K ﹤0.01%
163
-22
760
$3K ﹤0.01%
+52
761
$3K ﹤0.01%
+173
762
$3K ﹤0.01%
53
763
$3K ﹤0.01%
+80
764
$3K ﹤0.01%
+125
765
$3K ﹤0.01%
47
766
$3K ﹤0.01%
77
-63
767
$3K ﹤0.01%
+32
768
$3K ﹤0.01%
+68
769
$3K ﹤0.01%
57
-6,393
770
$3K ﹤0.01%
+211
771
$3K ﹤0.01%
+84
772
$3K ﹤0.01%
268
773
$3K ﹤0.01%
33
+27
774
$3K ﹤0.01%
+70
775
$3K ﹤0.01%
51
29 30
31
32 33