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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$69K 0.01%
1,974
-134
777
$69K 0.01%
2,374
-4,244
778
$68K 0.01%
5,661
+3,097
779
$68K 0.01%
1,177
-424
780
$68K 0.01%
2,485
+2,351
781
$68K 0.01%
4,196
+701
782
$67K 0.01%
4,347
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783
$67K 0.01%
619
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784
$67K 0.01%
13,782
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785
$67K 0.01%
3,151
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786
$66K 0.01%
32,733
+28,910
787
$66K 0.01%
1,699
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788
$66K 0.01%
814
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789
$66K 0.01%
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790
$66K 0.01%
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$66K 0.01%
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795
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39
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$64K 0.01%
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$64K 0.01%
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799
$64K 0.01%
2,033
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800
$64K 0.01%
507
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30 31
32
33 34