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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$86K 0.01%
844
-50
702
$86K 0.01%
3,027
+891
703
$86K 0.01%
1,337
+11
704
$86K 0.01%
2,565
-394
705
$86K 0.01%
756
+12
706
$85K 0.01%
1,456
+16
707
$85K 0.01%
4,288
+28
708
$85K 0.01%
23
+12
709
$85K 0.01%
8,204
+963
710
$84K 0.01%
540
-8
711
$84K 0.01%
2,903
+76
712
$83K 0.01%
939
-80
713
$83K 0.01%
136
714
$83K 0.01%
408
-87
715
$82K 0.01%
2,258
716
$82K 0.01%
1,587
-1,687
717
$82K 0.01%
2,115
+84
718
$82K 0.01%
3,142
+3
719
$82K 0.01%
13,914
+6,518
720
$81K 0.01%
2,133
-492
721
$81K 0.01%
+1,202
722
$80K 0.01%
5,000
723
$80K 0.01%
8,750
+2,450
724
$80K 0.01%
2,690
+2,286
725
$80K 0.01%
1,970
+265
27 28
29
30 31