S
SignatureFD Portfolio holdings
AUM
$5.86B
1-Year Return
16.84%
This Quarter Return
-11.12%
1 Year Return
+16.84%
3 Year Return
+61.93%
5 Year Return
+101.64%
10 Year Return
+172.87%
AUM
$1.07B
AUM Growth
+$88.7M
(+9%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
20.87%
Top 10 Holdings %
Top 10 Hldgs %
61.18%
Holding
2,195
New
208
Increased
841
Reduced
596
Closed
195
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$61.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$11.4M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$5.92M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$4.7M |
| 5 |
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% |