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
751
$72K 0.01%
1,798
+632
752
$72K 0.01%
1,203
+275
753
$72K 0.01%
1,334
+322
754
$71K 0.01%
4,285
+3,433
755
$71K 0.01%
2,435
+1,170
756
$71K 0.01%
352
757
$71K 0.01%
4,188
+2,615
758
$71K 0.01%
1,488
+167
759
$70K 0.01%
1,677
+227
760
$70K 0.01%
1,726
+189
761
$70K 0.01%
3,132
+293
762
$70K 0.01%
626
+32
763
$70K 0.01%
4,142
+337
764
$70K 0.01%
1,404
765
$69K 0.01%
375
-36
766
$69K 0.01%
2,044
-41
767
$69K 0.01%
943
+40
768
$69K 0.01%
867
-158
769
$68K 0.01%
3,159
-586
770
$68K 0.01%
887
-627
771
$68K 0.01%
3,200
772
$68K 0.01%
520
+63
773
$68K 0.01%
957
+82
774
$68K 0.01%
2,583
+59
775
$67K 0.01%
787
+4
29 30
31
32 33