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
401
$191K 0.02%
12,353
+834
402
$190K 0.02%
4,948
+306
403
$190K 0.02%
14,152
+2,791
404
$189K 0.02%
2,570
+82
405
$189K 0.02%
1,491
+37
406
$189K 0.02%
5,209
+1,703
407
$189K 0.02%
7,270
-203
408
$187K 0.02%
3,330
409
$187K 0.02%
5,700
-750
410
$186K 0.02%
7,517
+576
411
$185K 0.02%
4,448
+76
412
$185K 0.02%
10,174
-4,388
413
$184K 0.02%
2,116
+726
414
$184K 0.02%
10,825
+1,268
415
$183K 0.02%
4,450
-500
416
$183K 0.02%
3,749
+179
417
$182K 0.02%
4,655
+511
418
$181K 0.02%
960
+125
419
$181K 0.02%
2,383
+147
420
$181K 0.02%
8,488
+1,708
421
$181K 0.02%
1,962
+113
422
$181K 0.02%
12,166
+287
423
$180K 0.02%
1,593
+130
424
$180K 0.02%
2,036
+247
425
$179K 0.02%
6,033
+5,617
15 16
17
18 19