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
701
$82K 0.01%
5,041
-68
702
$82K 0.01%
589
-610
703
$82K 0.01%
671
+24
704
$82K 0.01%
2,562
-195
705
$81K 0.01%
1,016
+183
706
$81K 0.01%
2,569
+809
707
$81K 0.01%
606
-45
708
$81K 0.01%
1,532
-805
709
$81K 0.01%
3,950
-450
710
$80K 0.01%
2,211
-117
711
$80K 0.01%
2,154
+510
712
$79K 0.01%
1,637
+218
713
$79K 0.01%
690
+35
714
$79K 0.01%
3,270
+31
715
$79K 0.01%
79
-2
716
$79K 0.01%
21,574
-18,426
717
$78K 0.01%
1,379
-12
718
$78K 0.01%
173
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719
$78K 0.01%
350
-269
720
$78K 0.01%
4,219
+244
721
$78K 0.01%
809
+511
722
$77K 0.01%
1,686
723
$77K 0.01%
2,611
+433
724
$77K 0.01%
2,182
+71
725
$77K 0.01%
+2,090
27 28
29
30 31