S
SignatureFD Portfolio holdings
AUM
$5.86B
1-Year Return
16.84%
This Quarter Return
+13.33%
1 Year Return
+16.84%
3 Year Return
+61.93%
5 Year Return
+101.64%
10 Year Return
+172.87%
AUM
$2.12B
AUM Growth
+$254M
(+14%)
Cap. Flow
+$26.5M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
66.02%
Holding
2,822
New
185
Increased
991
Reduced
833
Closed
246
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.18M |
| 2 |
Haverty Furniture Companies
HVT
|
$2.87M |
| 3 |
iShares S&P 100 ETF
OEF
|
$2.69M |
| 4 |
Apple
AAPL
|
$1.91M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.6M |
Sector Composition
| 1 | Technology | 6.56% |
| 2 | Consumer Discretionary | 4.39% |
| 3 | Financials | 3.61% |
| 4 | Healthcare | 3.17% |
| 5 | Consumer Staples | 2.61% |