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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
901
$1K ﹤0.01%
22
-91
902
$1K ﹤0.01%
43
903
$1K ﹤0.01%
+20
904
$1K ﹤0.01%
17
905
$1K ﹤0.01%
52
-16
906
$1K ﹤0.01%
22
-340
907
$1K ﹤0.01%
16
908
$1K ﹤0.01%
18
+1
909
$1K ﹤0.01%
+29
910
$1K ﹤0.01%
+14
911
$1K ﹤0.01%
+8
912
$1K ﹤0.01%
+8
913
$1K ﹤0.01%
37
914
$1K ﹤0.01%
+44
915
$1K ﹤0.01%
9
-7
916
$1K ﹤0.01%
144
917
$1K ﹤0.01%
28
+14
918
$1K ﹤0.01%
20
919
$1K ﹤0.01%
7
920
$1K ﹤0.01%
+29
921
$1K ﹤0.01%
5
922
$1K ﹤0.01%
92
923
$1K ﹤0.01%
12
924
$1K ﹤0.01%
22
925
$1K ﹤0.01%
+16
35 36
37
38 39