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
51
$1.8M 0.15%
31,340
-5,360
52
$1.75M 0.15%
15,805
-570
53
$1.74M 0.15%
29,680
-3,720
54
$1.74M 0.15%
53,499
+2,199
55
$1.7M 0.14%
21,400
-3,325
56
$1.64M 0.14%
8,628
+49
57
$1.59M 0.14%
30,778
-17,650
58
$1.57M 0.13%
6,364
-706
59
$1.52M 0.13%
17,175
-1,698
60
$1.48M 0.13%
9,641
-1,156
61
$1.46M 0.12%
30,219
+2,754
62
$1.45M 0.12%
6,159
-789
63
$1.44M 0.12%
80,642
64
$1.43M 0.12%
16,579
+945
65
$1.43M 0.12%
22,815
+2,032
66
$1.42M 0.12%
10,524
+638
67
$1.39M 0.12%
26,865
-2,437
68
$1.37M 0.12%
17,120
-304
69
$1.36M 0.12%
27,072
-18,943
70
$1.35M 0.12%
27,972
+1,220
71
$1.34M 0.11%
7,718
+65
72
$1.32M 0.11%
33,115
+2,981
73
$1.28M 0.11%
31,335
+13,765
74
$1.25M 0.11%
6,551
-970
75
$1.21M 0.1%
11,400
+876
1 2
3
4 5