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
$1.07B
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,195
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$33.6M
3
+$31.8M
4
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$24.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$23.7M

Top Sells

1
+$61.4M
2
+$11.4M
3
+$5.92M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M

Sector Composition

1 Financials 5.32%
2 Consumer Staples 4.68%
3 Technology 4.29%
4 Consumer Discretionary 3.98%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$1K ﹤0.01%
22
1852
$1K ﹤0.01%
60
+9
1853
$1K ﹤0.01%
18
+2
1854
$1K ﹤0.01%
+369
1855
$1K ﹤0.01%
45
-26
1856
$1K ﹤0.01%
130
1857
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30
1858
$1K ﹤0.01%
+18
1859
$1K ﹤0.01%
37
+8
1860
$1K ﹤0.01%
53
+9
1861
$1K ﹤0.01%
33
1862
$1K ﹤0.01%
32
+25
1863
$1K ﹤0.01%
38
+31
1864
$1K ﹤0.01%
+50
1865
$1K ﹤0.01%
+95
1866
$1K ﹤0.01%
32
1867
$1K ﹤0.01%
10
1868
$1K ﹤0.01%
55
+34
1869
$1K ﹤0.01%
30
1870
$1K ﹤0.01%
21
+5
1871
$1K ﹤0.01%
10
1872
$1K ﹤0.01%
+84
1873
$1K ﹤0.01%
38
+8
1874
$1K ﹤0.01%
60
+11
1875
$1K ﹤0.01%
58
+46
73 74
75
76 77