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
776
$67K 0.01%
5,253
+319
777
$67K 0.01%
806
+97
778
$67K 0.01%
5,261
+109
779
$67K 0.01%
583
+9
780
$67K 0.01%
1,329
-300
781
$66K 0.01%
1,372
+626
782
$66K 0.01%
1,751
-79
783
$66K 0.01%
736
-34
784
$66K 0.01%
879
+116
785
$66K 0.01%
1,362
+171
786
$66K 0.01%
279
-6
787
$66K 0.01%
11,068
-564
788
$65K 0.01%
454
+132
789
$65K 0.01%
1,592
+435
790
$65K 0.01%
1,658
+260
791
$65K 0.01%
10,304
+2,869
792
$64K 0.01%
3,661
-12
793
$64K 0.01%
1,049
794
$64K 0.01%
2,531
-279
795
$64K 0.01%
1,761
-213
796
$64K 0.01%
1,832
-85
797
$63K 0.01%
1,737
-12
798
$63K 0.01%
181
+102
799
$62K 0.01%
2,495
800
$62K 0.01%
1,601
+165
30 31
32
33 34