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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
$516M
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,462
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$18.5M
3
+$12.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$10.5M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$9.01M

Top Sells

1
+$13M
2
+$12.3M
3
+$5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.35M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$905K

Sector Composition

1 Consumer Staples 6.63%
2 Financials 3.97%
3 Industrials 3.62%
4 Healthcare 2.27%
5 Technology 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$5K ﹤0.01%
150
-274
902
$5K ﹤0.01%
67
903
$5K ﹤0.01%
+113
904
$5K ﹤0.01%
195
-285
905
$5K ﹤0.01%
168
906
$5K ﹤0.01%
1,201
+194
907
$5K ﹤0.01%
916
+300
908
$5K ﹤0.01%
66
+46
909
$5K ﹤0.01%
235
-32
910
$5K ﹤0.01%
83
-154
911
$5K ﹤0.01%
94
+48
912
$5K ﹤0.01%
+172
913
$5K ﹤0.01%
+300
914
$5K ﹤0.01%
144
+58
915
$5K ﹤0.01%
+98
916
$5K ﹤0.01%
225
917
$5K ﹤0.01%
133
+33
918
$5K ﹤0.01%
114
919
$5K ﹤0.01%
550
+150
920
$5K ﹤0.01%
+133
921
$5K ﹤0.01%
+134
922
$5K ﹤0.01%
101
+22
923
$5K ﹤0.01%
239
+102
924
$5K ﹤0.01%
+113
925
$5K ﹤0.01%
331
-731
35 36
37
38 39