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
376
$212K 0.02%
2,638
+228
377
$209K 0.02%
1,630
+68
378
$209K 0.02%
2,944
+340
379
$209K 0.02%
4,674
-26
380
$209K 0.02%
3,969
+799
381
$209K 0.02%
6,677
+3,377
382
$207K 0.02%
3,828
383
$206K 0.02%
15,047
+10,040
384
$206K 0.02%
11,530
+460
385
$204K 0.02%
2,945
+748
386
$203K 0.02%
4,798
387
$201K 0.02%
1,050
+79
388
$201K 0.02%
16,802
-160
389
$201K 0.02%
1,169
-16
390
$201K 0.02%
11,250
391
$200K 0.02%
9,321
+294
392
$199K 0.02%
485
-531
393
$197K 0.02%
1,117
-164
394
$196K 0.02%
9,608
-613
395
$195K 0.02%
3,688
+103
396
$194K 0.02%
33,875
+483
397
$192K 0.02%
6,153
+989
398
$192K 0.02%
958
-152
399
$192K 0.02%
10,381
+3,744
400
$191K 0.02%
10,599
+1,820
14 15
16
17 18