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
551
$123K 0.01%
2,781
+247
552
$123K 0.01%
883
-56
553
$122K 0.01%
4,100
-1,600
554
$122K 0.01%
9,430
+134
555
$122K 0.01%
2,019
-2,381
556
$121K 0.01%
2,287
+291
557
$121K 0.01%
23,387
-138
558
$121K 0.01%
2,242
+765
559
$121K 0.01%
3,924
-923
560
$121K 0.01%
690
+18
561
$119K 0.01%
3,932
+289
562
$119K 0.01%
6,498
-1,635
563
$119K 0.01%
11,316
-8,666
564
$118K 0.01%
1,339
565
$118K 0.01%
4,204
-134
566
$118K 0.01%
1,427
+36
567
$118K 0.01%
2,114
+114
568
$117K 0.01%
2,099
+209
569
$117K 0.01%
3,860
+1,540
570
$116K 0.01%
4,809
+544
571
$116K 0.01%
1,840
+2
572
$116K 0.01%
3,422
+529
573
$115K 0.01%
434
-70
574
$115K 0.01%
1,890
+25
575
$115K 0.01%
12,922
-990
21 22
23
24 25