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
801
$63K 0.01%
2,610
+115
802
$63K 0.01%
1,484
+150
803
$63K 0.01%
213
+117
804
$63K 0.01%
985
+895
805
$62K 0.01%
1,619
-480
806
$62K 0.01%
1,050
+400
807
$62K 0.01%
1,123
+71
808
$62K 0.01%
1,473
+256
809
$62K 0.01%
1,628
810
$62K 0.01%
2,622
+1,227
811
$62K 0.01%
702
-1,884
812
$62K 0.01%
1,433
+62
813
$62K 0.01%
5,789
+2,062
814
$61K 0.01%
+2,976
815
$61K 0.01%
1,673
+61
816
$61K 0.01%
1,881
-5,219
817
$61K 0.01%
1,202
818
$61K 0.01%
1,074
+89
819
$61K 0.01%
2,153
+187
820
$61K 0.01%
19,679
+2,681
821
$61K 0.01%
1,148
822
$60K 0.01%
328
+273
823
$60K 0.01%
3,901
+3,200
824
$60K 0.01%
753
+11
825
$60K 0.01%
1,331
+168
31 32
33
34 35