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
826
$58K ﹤0.01%
2,462
+2,312
827
$58K ﹤0.01%
646
-230
828
$58K ﹤0.01%
510
+109
829
$58K ﹤0.01%
1,925
+1,605
830
$58K ﹤0.01%
1,900
831
$58K ﹤0.01%
527
+39
832
$57K ﹤0.01%
274
+19
833
$57K ﹤0.01%
1,247
+139
834
$57K ﹤0.01%
+2,200
835
$56K ﹤0.01%
509
+354
836
$56K ﹤0.01%
+1,550
837
$55K ﹤0.01%
2,816
-1,200
838
$55K ﹤0.01%
1,266
-100
839
$55K ﹤0.01%
802
+59
840
$55K ﹤0.01%
+1,876
841
$55K ﹤0.01%
1,873
+1,666
842
$55K ﹤0.01%
2,935
843
$55K ﹤0.01%
3,775
+375
844
$55K ﹤0.01%
4,000
845
$54K ﹤0.01%
1,148
846
$54K ﹤0.01%
1,072
847
$54K ﹤0.01%
1,058
+786
848
$54K ﹤0.01%
722
+191
849
$54K ﹤0.01%
+1,086
850
$54K ﹤0.01%
15,812
+810
32 33
34
35 36