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
676
$89K 0.01%
2,000
677
$89K 0.01%
2,066
+2,000
678
$89K 0.01%
970
+529
679
$89K 0.01%
1,062
+55
680
$88K 0.01%
2,125
+92
681
$88K 0.01%
836
682
$88K 0.01%
1,338
683
$88K 0.01%
1,643
+7
684
$88K 0.01%
95
-91
685
$88K 0.01%
3,137
+65
686
$87K 0.01%
2,169
687
$87K 0.01%
5,363
+308
688
$87K 0.01%
617
-160
689
$86K 0.01%
1,487
-16
690
$86K 0.01%
1,803
-47
691
$85K 0.01%
12,000
692
$85K 0.01%
1,131
+377
693
$84K 0.01%
18,135
+389
694
$83K 0.01%
700
+200
695
$83K 0.01%
22,218
+1,096
696
$83K 0.01%
1,673
697
$83K 0.01%
5,280
+117
698
$83K 0.01%
891
-150
699
$83K 0.01%
2,052
+42
700
$83K 0.01%
107
-15
26 27
28
29 30