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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
851
$1K ﹤0.01%
7
852
$1K ﹤0.01%
26
+6
853
$1K ﹤0.01%
40
-160
854
$1K ﹤0.01%
+85
855
$1K ﹤0.01%
10
856
$1K ﹤0.01%
+33
857
$1K ﹤0.01%
+54
858
$1K ﹤0.01%
29
859
$1K ﹤0.01%
49
860
$1K ﹤0.01%
6
861
$1K ﹤0.01%
12
-20
862
$1K ﹤0.01%
15
863
$1K ﹤0.01%
+12
864
$1K ﹤0.01%
34
-258
865
$1K ﹤0.01%
48
866
$1K ﹤0.01%
39
867
$1K ﹤0.01%
+32
868
$1K ﹤0.01%
7
-4,697
869
$1K ﹤0.01%
101
870
$1K ﹤0.01%
19
871
$1K ﹤0.01%
16
872
$1K ﹤0.01%
26
873
$1K ﹤0.01%
17
-28
874
$1K ﹤0.01%
28
-93
875
$1K ﹤0.01%
+6
33 34
35
36 37