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
$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
801
$1K ﹤0.01%
16
802
$1K ﹤0.01%
10
803
$1K ﹤0.01%
6
804
$1K ﹤0.01%
9
805
$1K ﹤0.01%
+17
806
$1K ﹤0.01%
6
807
$1K ﹤0.01%
25
808
$1K ﹤0.01%
+2
809
$1K ﹤0.01%
+20
810
$1K ﹤0.01%
10
811
$1K ﹤0.01%
20
812
$1K ﹤0.01%
9
813
$1K ﹤0.01%
16
814
$1K ﹤0.01%
6
815
$1K ﹤0.01%
5
816
$1K ﹤0.01%
14
817
$1K ﹤0.01%
45
+35
818
$1K ﹤0.01%
17
819
$1K ﹤0.01%
68
820
$1K ﹤0.01%
16
821
$1K ﹤0.01%
17
822
$1K ﹤0.01%
28
823
$1K ﹤0.01%
+17
824
$1K ﹤0.01%
37
825
$1K ﹤0.01%
16
31 32
33
34 35