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
526
$133K 0.01%
2,438
+687
527
$133K 0.01%
729
-4
528
$132K 0.01%
2,768
+164
529
$132K 0.01%
1,814
-63
530
$131K 0.01%
841
+59
531
$131K 0.01%
14,924
-2,346
532
$131K 0.01%
15,157
+1,716
533
$131K 0.01%
1,156
+909
534
$131K 0.01%
1,017
535
$131K 0.01%
2,495
-52
536
$130K 0.01%
3,019
-352
537
$130K 0.01%
3,374
-31,137
538
$130K 0.01%
8,116
-212
539
$130K 0.01%
1,737
-102
540
$129K 0.01%
2,407
+2,371
541
$129K 0.01%
2,485
+7
542
$128K 0.01%
3,883
-953
543
$126K 0.01%
4,567
+265
544
$126K 0.01%
717
-49
545
$125K 0.01%
1,193
-36
546
$125K 0.01%
10,000
547
$124K 0.01%
5,221
+30
548
$124K 0.01%
9,234
549
$124K 0.01%
29
+1
550
$124K 0.01%
1,422
+1,336
20 21
22
23 24