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
351
$232K 0.02%
4,687
+56
352
$232K 0.02%
2,882
-300
353
$232K 0.02%
4,623
-1,879
354
$231K 0.02%
15,082
+767
355
$230K 0.02%
4,937
+60
356
$229K 0.02%
1,342
+6
357
$229K 0.02%
9,325
-1,824
358
$228K 0.02%
3,573
+35
359
$226K 0.02%
6,105
+1,524
360
$226K 0.02%
1,542
-1,190
361
$225K 0.02%
2,800
+27
362
$225K 0.02%
1,362
-78
363
$225K 0.02%
5,930
-3,640
364
$224K 0.02%
16,601
+859
365
$224K 0.02%
3,507
+297
366
$222K 0.02%
69,292
+12,065
367
$221K 0.02%
19,369
+86
368
$220K 0.02%
1,336
-308
369
$219K 0.02%
9,264
+800
370
$218K 0.02%
3,460
-180
371
$215K 0.02%
895
+5
372
$215K 0.02%
9,292
+238
373
$215K 0.02%
3,829
+2,330
374
$214K 0.02%
1,329
-120
375
$213K 0.02%
1,174
+24
13 14
15
16 17