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
501
$144K 0.01%
5,479
-1,539
502
$143K 0.01%
3,326
+329
503
$143K 0.01%
3,878
+562
504
$143K 0.01%
2,038
-95
505
$143K 0.01%
754
+92
506
$143K 0.01%
3,354
-1,118
507
$142K 0.01%
1,738
+388
508
$142K 0.01%
1,119
+290
509
$141K 0.01%
9,600
510
$141K 0.01%
10,768
+1,502
511
$141K 0.01%
2,130
-125
512
$140K 0.01%
3,490
+172
513
$140K 0.01%
7,415
-2,897
514
$139K 0.01%
403
515
$139K 0.01%
3,663
+533
516
$139K 0.01%
9,382
-2,580
517
$138K 0.01%
7,471
+1,646
518
$138K 0.01%
966
519
$137K 0.01%
2,541
-2,104
520
$137K 0.01%
7,069
+36
521
$137K 0.01%
2,904
-114
522
$137K 0.01%
3,364
-17
523
$136K 0.01%
314
-5
524
$134K 0.01%
17,089
+2,206
525
$134K 0.01%
4,307
-627
19 20
21
22 23