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
$461M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$40.4M
3
+$6.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Top Sells

1
+$44.4M
2
+$17M
3
+$3.69M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.98M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.05M

Sector Composition

1 Consumer Staples 6.69%
2 Industrials 4.14%
3 Financials 3.91%
4 Healthcare 2.36%
5 Technology 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K 0.01%
1,991
377
$35K 0.01%
781
+175
378
$35K 0.01%
824
+57
379
$35K 0.01%
621
+196
380
$34K 0.01%
1,611
381
$34K 0.01%
520
382
$34K 0.01%
332
383
$34K 0.01%
+1,110
384
$34K 0.01%
7,546
385
$34K 0.01%
253
386
$34K 0.01%
317
+86
387
$33K 0.01%
149
+19
388
$33K 0.01%
3,421
389
$33K 0.01%
496
+462
390
$33K 0.01%
1,248
+664
391
$32K 0.01%
2,281
392
$32K 0.01%
966
393
$32K 0.01%
+697
394
$32K 0.01%
619
395
$31K 0.01%
2,253
396
$31K 0.01%
+162
397
$31K 0.01%
544
+258
398
$30K 0.01%
385
+131
399
$30K 0.01%
3,513
-2,068
400
$30K 0.01%
4,111
+2,844
14 15
16
17 18