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
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$392K 0.03%
5,298
+82
227
$390K 0.03%
7,171
-371
228
$381K 0.03%
13,092
-204
229
$372K 0.03%
10,453
-1,490
230
$366K 0.03%
1,923
+288
231
$364K 0.03%
2,935
-84
232
$363K 0.03%
118,771
+30,010
233
$360K 0.03%
9,069
+466
234
$358K 0.03%
4,669
+928
235
$358K 0.03%
9,646
+4,081
236
$357K 0.03%
52,198
-209
237
$357K 0.03%
11,239
+593
238
$355K 0.03%
3,164
-296
239
$354K 0.03%
1,683
+432
240
$351K 0.03%
1,353
+205
241
$350K 0.03%
18,969
242
$347K 0.03%
9,856
+2,271
243
$341K 0.03%
2,373
+84
244
$341K 0.03%
4,450
+3,385
245
$337K 0.03%
2,972
-200
246
$335K 0.03%
6,482
+490
247
$335K 0.03%
4,102
+283
248
$334K 0.03%
2,724
-192
249
$332K 0.03%
5,929
+437
250
$330K 0.03%
8,972
+1,656
8 9
10
11 12