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
426
$178K 0.02%
983
+125
427
$178K 0.02%
14,151
+3,682
428
$177K 0.02%
7,167
+1,979
429
$177K 0.02%
1,165
+228
430
$175K 0.01%
1,551
431
$175K 0.01%
2,177
-16
432
$174K 0.01%
944
-8
433
$174K 0.01%
14,343
-3,646
434
$172K 0.01%
2,669
+314
435
$171K 0.01%
7,325
-250
436
$171K 0.01%
4,121
-1,260
437
$169K 0.01%
2,131
-479
438
$168K 0.01%
4,894
+1,709
439
$168K 0.01%
4,372
+953
440
$167K 0.01%
46,502
+15,070
441
$167K 0.01%
1,228
-150
442
$167K 0.01%
24,718
-3,870
443
$167K 0.01%
1,952
-1,064
444
$166K 0.01%
3,271
-176
445
$166K 0.01%
2,330
-72
446
$166K 0.01%
5,369
+461
447
$166K 0.01%
15,673
+43
448
$166K 0.01%
2,521
+75
449
$165K 0.01%
3,310
+568
450
$165K 0.01%
3,797
+1,250
16 17
18
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