S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 Sells

1 +$12.6M
2 +$12M
3 +$4.71M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.34M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$904K

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
1176
$1K ﹤0.01%
8
1177
$1K ﹤0.01%
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1178
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+111
1179
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1180
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1181
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1183
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5
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1185
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10
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28
1199
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158
1200
$1K ﹤0.01%
10