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

Top Buys

1
+$156M
2
+$33.6M
3
+$33.5M
4
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$27.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$25.2M

Top Sells

1
+$68.4M
2
+$12.2M
3
+$6.31M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$5.29M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.02M

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
1951
– –
-28,175
1952
– –
-648
1953
– –
-167
1954
– –
-39
1955
– –
-1,010
1956
– –
-1,720
1957
$0 ﹤0.01%
33
-120
1958
– –
-5
1959
– –
-14
1960
$0 ﹤0.01%
96
1961
– –
-1,702
1962
– –
-2,565
1963
– –
-4,675
1964
– –
-172
1965
– –
-27
1966
– –
-15,000
1967
$0 ﹤0.01%
402
1968
$0 ﹤0.01%
+100
1969
– –
-30
1970
– –
-200
1971
– –
-18
1972
– –
-4
1973
$0 ﹤0.01%
3
1974
– –
-1,555
1975
– –
-397
77 78
79
80 81