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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
$402M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$26.5M
3
+$17.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.01M

Top Sells

1
+$6.14M
2
+$5.17M
3
+$1.37M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.1M
5
AWH
Allied World Assurance Co Hld Lt
AWH
+$749K

Sector Composition

1 Consumer Staples 8.01%
2 Industrials 4.33%
3 Financials 4.17%
4 Healthcare 2.47%
5 Technology 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-153
927
– –
-360
928
$0 ﹤0.01%
5
929
– –
-929
930
– –
-422
931
$0 ﹤0.01%
8
932
$0 ﹤0.01%
21
933
$0 ﹤0.01%
4
934
$0 ﹤0.01%
2
935
– –
-50
936
– –
-400
937
– –
-100
938
$0 ﹤0.01%
3
939
– –
-6,000
940
– –
-484
941
– –
-300
942
– –
-1,355
943
– –
-510
944
$0 ﹤0.01%
15
945
$0 ﹤0.01%
12
946
$0 ﹤0.01%
10
947
– –
-1,491
948
$0 ﹤0.01%
5
-450
949
– –
-443
950
– –
-400
36 37
38
39 40