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
$461M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1 +$57M
2 +$40.4M
3 +$6.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Consumer Staples 6.69%
2 Industrials 4.14%
3 Financials 3.91%
4 Healthcare 2.36%
5 Technology 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
1,510
677
$8K ﹤0.01%
227
+147
678
$8K ﹤0.01%
320
679
$8K ﹤0.01%
78
680
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270
681
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382
+346
682
$8K ﹤0.01%
300
683
$8K ﹤0.01%
+1,560
684
$8K ﹤0.01%
297
685
$8K ﹤0.01%
131
+113
686
$7K ﹤0.01%
56
-17
687
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161
688
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443
+126
689
$7K ﹤0.01%
78
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575
+15
691
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105
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692
$7K ﹤0.01%
206
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622
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204
+24
695
$7K ﹤0.01%
119
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696
$7K ﹤0.01%
973
697
$7K ﹤0.01%
359
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698
$7K ﹤0.01%
82
699
$7K ﹤0.01%
495
+305
700
$7K ﹤0.01%
864