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
276
$291K 0.02%
3,471
-287
277
$291K 0.02%
18,268
+398
278
$290K 0.02%
166
+13
279
$290K 0.02%
1,647
-191
280
$290K 0.02%
+1,125
281
$289K 0.02%
14,423
+2,612
282
$288K 0.02%
2,554
+264
283
$287K 0.02%
3,013
-340
284
$286K 0.02%
3,590
-380
285
$286K 0.02%
3,950
286
$283K 0.02%
4,242
-40
287
$283K 0.02%
3,457
-3
288
$281K 0.02%
823
+97
289
$276K 0.02%
6,546
-1,308
290
$276K 0.02%
11,250
+1,425
291
$275K 0.02%
4,344
-1,688
292
$272K 0.02%
8,332
-5,433
293
$271K 0.02%
3,229
+321
294
$271K 0.02%
61,099
+3,183
295
$271K 0.02%
8,346
+1,270
296
$269K 0.02%
13,206
+12,676
297
$268K 0.02%
7,627
+625
298
$268K 0.02%
31,750
-4,110
299
$268K 0.02%
+24,519
300
$267K 0.02%
1,689
+596
10 11
12
13 14