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
576
$114K 0.01%
7,969
+23
577
$114K 0.01%
1,323
+636
578
$114K 0.01%
1,382
+159
579
$114K 0.01%
3,919
-216
580
$114K 0.01%
634
-186
581
$113K 0.01%
6,524
+2,159
582
$113K 0.01%
722
-114
583
$112K 0.01%
155
+12
584
$111K 0.01%
2,359
-2,452
585
$111K 0.01%
1,028
+72
586
$110K 0.01%
3,382
-134
587
$110K 0.01%
2,178
-1,127,528
588
$110K 0.01%
1,087
-117
589
$110K 0.01%
1,159
+384
590
$110K 0.01%
874
+178
591
$109K 0.01%
7,650
592
$109K 0.01%
1,889
-883
593
$108K 0.01%
6,440
+625
594
$108K 0.01%
1,022
595
$108K 0.01%
3,043
596
$108K 0.01%
804
+42
597
$108K 0.01%
561
+8
598
$108K 0.01%
1,448
+360
599
$107K 0.01%
375
+147
600
$107K 0.01%
1,448
-204
22 23
24
25 26