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
$1.07B
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,195
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$33.6M
3
+$31.8M
4
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$24.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$23.7M

Top Sells

1
+$61.4M
2
+$11.4M
3
+$5.92M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M

Sector Composition

1 Financials 5.32%
2 Consumer Staples 4.68%
3 Technology 4.29%
4 Consumer Discretionary 3.98%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$49K ﹤0.01%
1,191
-1,338
852
$49K ﹤0.01%
1,647
+624
853
$49K ﹤0.01%
754
+596
854
$49K ﹤0.01%
795
+331
855
$49K ﹤0.01%
1,404
-549
856
$49K ﹤0.01%
1,271
+399
857
$48K ﹤0.01%
228
+54
858
$48K ﹤0.01%
1,610
+554
859
$48K ﹤0.01%
4,224
+3,096
860
$48K ﹤0.01%
1,543
+631
861
$48K ﹤0.01%
+1,148
862
$48K ﹤0.01%
1,942
+180
863
$48K ﹤0.01%
560
+129
864
$48K ﹤0.01%
3,322
865
$47K ﹤0.01%
472
-439
866
$47K ﹤0.01%
698
-36
867
$47K ﹤0.01%
2,194
+831
868
$47K ﹤0.01%
2,935
869
$46K ﹤0.01%
1,541
+17
870
$46K ﹤0.01%
496
871
$46K ﹤0.01%
1,166
-270
872
$46K ﹤0.01%
886
-698
873
$46K ﹤0.01%
3,285
+711
874
$46K ﹤0.01%
1,685
+239
875
$46K ﹤0.01%
759
-14
33 34
35
36 37