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
851
$54K ﹤0.01%
430
-1
852
$54K ﹤0.01%
7,959
-963
853
$53K ﹤0.01%
308
+33
854
$53K ﹤0.01%
1,049
+575
855
$53K ﹤0.01%
1,729
856
$53K ﹤0.01%
1,442
-101
857
$53K ﹤0.01%
2,559
+884
858
$53K ﹤0.01%
10,081
859
$53K ﹤0.01%
2,448
+420
860
$52K ﹤0.01%
2,258
861
$52K ﹤0.01%
870
-43
862
$52K ﹤0.01%
638
-17
863
$52K ﹤0.01%
1,942
864
$52K ﹤0.01%
1,210
+341
865
$52K ﹤0.01%
586
+533
866
$51K ﹤0.01%
498
+440
867
$51K ﹤0.01%
857
-390
868
$51K ﹤0.01%
1,259
-643
869
$51K ﹤0.01%
782
-71
870
$51K ﹤0.01%
1,396
-952
871
$51K ﹤0.01%
515
-30
872
$51K ﹤0.01%
2,228
873
$51K ﹤0.01%
6,905
-5,264
874
$50K ﹤0.01%
993
875
$50K ﹤0.01%
637
+22
33 34
35
36 37