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
801
$62K 0.01%
1,263
-218
802
$62K 0.01%
366
803
$62K 0.01%
2,050
804
$62K 0.01%
818
+59
805
$62K 0.01%
1,552
-744
806
$61K 0.01%
1,800
807
$61K 0.01%
4,322
+1,000
808
$61K 0.01%
4,313
+625
809
$61K 0.01%
2,802
-41
810
$61K 0.01%
1,350
-350
811
$60K 0.01%
720
+22
812
$60K 0.01%
2,980
-2,176
813
$60K 0.01%
382
+1
814
$60K 0.01%
1,135
-94
815
$60K 0.01%
1,258
-13
816
$59K 0.01%
1,646
817
$59K 0.01%
6,465
-115
818
$59K 0.01%
803
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819
$59K 0.01%
2,623
-1,016
820
$59K 0.01%
1,721
+74
821
$58K ﹤0.01%
191
-2
822
$58K ﹤0.01%
1,449
823
$58K ﹤0.01%
491
-66
824
$58K ﹤0.01%
763
+48
825
$58K ﹤0.01%
782
+110
31 32
33
34 35