S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.52%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$57K 0.01%
1,450
+1,400
827
$57K 0.01%
836
828
$56K 0.01%
1,819
829
$56K 0.01%
773
-46
830
$56K 0.01%
761
+270
831
$56K 0.01%
889
+17
832
$56K 0.01%
1,509
+67
833
$56K 0.01%
377
+90
834
$56K 0.01%
1,846
+875
835
$56K 0.01%
6,346
+459
836
$56K 0.01%
604
837
$56K 0.01%
1,339
+113
838
$56K 0.01%
2,010
-694
839
$55K 0.01%
2,000
840
$55K 0.01%
2,119
-96
841
$55K 0.01%
1,450
+159
842
$55K 0.01%
7,847
+2,780
843
$55K 0.01%
604
-128
844
$55K 0.01%
1,524
-3
845
$55K 0.01%
799
846
$55K 0.01%
554
+49
847
$54K 0.01%
675
+341
848
$54K 0.01%
5,569
+4,084
849
$54K 0.01%
782
-127
850
$54K 0.01%
1,197
+211
32 33
34
35 36