S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.4M
3
+$16.4M
4
BND icon
Vanguard Total Bond Market
BND
+$16.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15M

Top Sells

1
+$77.4M
2
+$1.97M
3
+$1.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.35M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$18K ﹤0.01%
2,958
+2,107
1277
$18K ﹤0.01%
333
+148
1278
$18K ﹤0.01%
636
-218
1279
$18K ﹤0.01%
335
-234
1280
$18K ﹤0.01%
1,058
1281
$17K ﹤0.01%
166
+33
1282
$17K ﹤0.01%
409
+222
1283
$17K ﹤0.01%
485
+235
1284
$17K ﹤0.01%
1,294
-1,846
1285
$17K ﹤0.01%
39
+24
1286
$17K ﹤0.01%
317
+66
1287
$17K ﹤0.01%
182
+75
1288
$17K ﹤0.01%
1,503
+24
1289
$17K ﹤0.01%
2,412
+2,249
1290
$17K ﹤0.01%
231
+64
1291
$17K ﹤0.01%
250
+164
1292
$17K ﹤0.01%
455
+24
1293
$17K ﹤0.01%
1,513
+527
1294
$17K ﹤0.01%
596
+36
1295
$17K ﹤0.01%
446
+221
1296
$17K ﹤0.01%
816
+98
1297
$17K ﹤0.01%
866
+45
1298
$17K ﹤0.01%
927
+131
1299
$17K ﹤0.01%
448
+230
1300
$17K ﹤0.01%
+1,200
50 51
52
53 54