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
726
$77K 0.01%
1,750
-144
727
$77K 0.01%
1,975
728
$77K 0.01%
490
-33
729
$77K 0.01%
3,722
-296
730
$77K 0.01%
469
731
$77K 0.01%
1,352
-19
732
$76K 0.01%
1,743
+463
733
$76K 0.01%
2,952
+19
734
$76K 0.01%
2,288
-525
735
$76K 0.01%
2,999
+581
736
$76K 0.01%
1,371
+92
737
$76K 0.01%
3,924
+1,194
738
$76K 0.01%
854
+168
739
$76K 0.01%
281
+18
740
$75K 0.01%
376
+33
741
$75K 0.01%
817
742
$75K 0.01%
1,000
743
$75K 0.01%
1,160
-178
744
$73K 0.01%
1,015
-84
745
$73K 0.01%
1,300
746
$73K 0.01%
1,236
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747
$73K 0.01%
1,442
+37
748
$72K 0.01%
676
+54
749
$72K 0.01%
1,016
-29
750
$72K 0.01%
3,113
-44
28 29
30
31 32