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
476
$153K 0.01%
10,120
+64
477
$153K 0.01%
3,222
+1,215
478
$153K 0.01%
3,049
-117
479
$153K 0.01%
3,030
+410
480
$152K 0.01%
1,349
+526
481
$151K 0.01%
1,222
+31
482
$150K 0.01%
4,785
+261
483
$150K 0.01%
1,201
+98
484
$149K 0.01%
343
485
$149K 0.01%
1,025
-28
486
$149K 0.01%
1,972
-144
487
$149K 0.01%
10,499
-567
488
$149K 0.01%
1,451
+102
489
$148K 0.01%
145
-19
490
$148K 0.01%
18,215
+1,560
491
$147K 0.01%
489
-29
492
$147K 0.01%
5,900
+25
493
$146K 0.01%
1,222
-36
494
$146K 0.01%
1,041
-17
495
$146K 0.01%
14,588
496
$146K 0.01%
1,231
+66
497
$146K 0.01%
77,737
-13,129
498
$145K 0.01%
1,140
499
$144K 0.01%
1,910
+107
500
$144K 0.01%
1,886
-433
18 19
20
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