S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
1876
$1K ﹤0.01%
+12
1877
$1K ﹤0.01%
+200
1878
$1K ﹤0.01%
+42
1879
$1K ﹤0.01%
+47
1880
$1K ﹤0.01%
26
1881
$1K ﹤0.01%
94
1882
$1K ﹤0.01%
305
1883
$1K ﹤0.01%
37
1884
$1K ﹤0.01%
94
+16
1885
$1K ﹤0.01%
80
+22
1886
$1K ﹤0.01%
11
1887
$1K ﹤0.01%
66
+12
1888
$1K ﹤0.01%
48
+11
1889
$1K ﹤0.01%
16
-30
1890
$1K ﹤0.01%
+200
1891
$1K ﹤0.01%
55
-1,450
1892
$1K ﹤0.01%
+100
1893
$1K ﹤0.01%
60
+12
1894
$1K ﹤0.01%
57
-68
1895
$1K ﹤0.01%
+18
1896
$1K ﹤0.01%
61
+10
1897
$1K ﹤0.01%
75
-522
1898
$1K ﹤0.01%
134
-5
1899
$1K ﹤0.01%
+32
1900
$1K ﹤0.01%
50
74 75
76
77 78