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
651
$94K 0.01%
3,196
-939
652
$94K 0.01%
1,983
653
$94K 0.01%
1,545
-59
654
$94K 0.01%
3,408
-27
655
$94K 0.01%
798
+236
656
$93K 0.01%
3,197
-413
657
$93K 0.01%
653
+48
658
$93K 0.01%
1,866
+46
659
$93K 0.01%
3,547
+125
660
$91K 0.01%
2,070
-242
661
$91K 0.01%
2,528
662
$91K 0.01%
2,537
+177
663
$91K 0.01%
1,637
+333
664
$91K 0.01%
3,264
-65
665
$91K 0.01%
3,129
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666
$91K 0.01%
6,150
667
$90K 0.01%
21,901
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668
$90K 0.01%
1,768
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669
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1,855
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670
$90K 0.01%
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671
$90K 0.01%
604
672
$90K 0.01%
1,644
-7,001
673
$90K 0.01%
2,837
674
$90K 0.01%
1,725
-100
675
$89K 0.01%
358
-122
25 26
27
28 29