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
751
$73K 0.01%
1,508
+1,342
752
$72K 0.01%
1,092
+87
753
$72K 0.01%
1,470
-85
754
$72K 0.01%
887
-21
755
$72K 0.01%
1,654
+815
756
$72K 0.01%
1,001
+1,000
757
$71K 0.01%
165
+40
758
$71K 0.01%
3,830
-230
759
$71K 0.01%
460
760
$71K 0.01%
838
+17
761
$71K 0.01%
1,436
+59
762
$70K 0.01%
773
-38
763
$70K 0.01%
901
-227
764
$70K 0.01%
745
765
$70K 0.01%
1,000
766
$69K 0.01%
2,143
+1,498
767
$69K 0.01%
3,200
768
$69K 0.01%
2,966
+970
769
$69K 0.01%
669
-179
770
$68K 0.01%
930
-22
771
$68K 0.01%
174
+11
772
$68K 0.01%
6,782
+317
773
$68K 0.01%
904
774
$68K 0.01%
2,228
775
$67K 0.01%
759
-37
29 30
31
32 33