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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
801
$2K ﹤0.01%
+106
802
$2K ﹤0.01%
+29
803
$2K ﹤0.01%
+39
804
$2K ﹤0.01%
+107
805
$2K ﹤0.01%
78
+71
806
$2K ﹤0.01%
+51
807
$2K ﹤0.01%
37
808
$2K ﹤0.01%
88
809
$2K ﹤0.01%
+35
810
$2K ﹤0.01%
+51
811
$2K ﹤0.01%
83
812
$2K ﹤0.01%
41
813
$2K ﹤0.01%
67
-86
814
$2K ﹤0.01%
17
815
$2K ﹤0.01%
84
816
$2K ﹤0.01%
+100
817
$2K ﹤0.01%
17
818
$2K ﹤0.01%
34
819
$2K ﹤0.01%
26
-3
820
$2K ﹤0.01%
+273
821
$2K ﹤0.01%
+276
822
$2K ﹤0.01%
2
-2
823
$2K ﹤0.01%
+98
824
$2K ﹤0.01%
36
-90
825
$2K ﹤0.01%
27
31 32
33
34 35