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
326
$250K 0.02%
19,182
+876
327
$249K 0.02%
7,581
-419
328
$249K 0.02%
14,216
+444
329
$248K 0.02%
11,884
330
$247K 0.02%
3,746
-20
331
$246K 0.02%
3,165
-52
332
$244K 0.02%
7,175
-500
333
$243K 0.02%
56,425
-6,701
334
$243K 0.02%
7,346
-11,801
335
$243K 0.02%
1,863
+323
336
$243K 0.02%
2,546
+215
337
$242K 0.02%
42,201
+9,072
338
$242K 0.02%
3,344
-270
339
$240K 0.02%
4,377
-8,473
340
$240K 0.02%
7,250
341
$239K 0.02%
2,185
+38
342
$239K 0.02%
4,027
-238
343
$238K 0.02%
2,388
-3
344
$237K 0.02%
3,297
-5,319
345
$237K 0.02%
12,210
-1,358
346
$236K 0.02%
3,148
-635
347
$235K 0.02%
5,286
+196
348
$234K 0.02%
18,275
+8,625
349
$233K 0.02%
10,595
-1,232
350
$233K 0.02%
3,329
+1,063
12 13
14
15 16