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
601
$107K 0.01%
2,500
602
$107K 0.01%
834
+626
603
$106K 0.01%
1,408
+447
604
$106K 0.01%
3,245
-64
605
$106K 0.01%
1,735
+206
606
$106K 0.01%
8,748
-6,342
607
$105K 0.01%
991
+266
608
$105K 0.01%
1,515
-12
609
$105K 0.01%
1,154
+504
610
$105K 0.01%
1,716
+6
611
$104K 0.01%
57,292
612
$104K 0.01%
858
+386
613
$104K 0.01%
1,203
+88
614
$104K 0.01%
+4,350
615
$103K 0.01%
14,666
+1,153
616
$103K 0.01%
880
-160
617
$102K 0.01%
1,041
618
$102K 0.01%
1,468
+345
619
$102K 0.01%
3,563
+7
620
$102K 0.01%
890
+5
621
$102K 0.01%
494
-14
622
$101K 0.01%
1,076
+14
623
$101K 0.01%
705
+420
624
$101K 0.01%
200
-2
625
$101K 0.01%
2,223
+52
23 24
25
26 27