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
$461M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$40.4M
3
+$6.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Top Sells

1
+$44.4M
2
+$17M
3
+$3.69M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$2.98M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.05M

Sector Composition

1 Consumer Staples 6.69%
2 Industrials 4.14%
3 Financials 3.91%
4 Healthcare 2.36%
5 Technology 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
+247
877
$2K ﹤0.01%
+31
878
$2K ﹤0.01%
128
879
$2K ﹤0.01%
+48
880
$2K ﹤0.01%
45
881
$2K ﹤0.01%
40
-110
882
$2K ﹤0.01%
44
883
$2K ﹤0.01%
+39
884
$2K ﹤0.01%
50
+33
885
$2K ﹤0.01%
29
886
$2K ﹤0.01%
117
-195
887
$2K ﹤0.01%
170
-138
888
$2K ﹤0.01%
17
-96
889
$2K ﹤0.01%
313
890
$2K ﹤0.01%
58
-62
891
$2K ﹤0.01%
+165
892
$2K ﹤0.01%
37
893
$2K ﹤0.01%
+13
894
$2K ﹤0.01%
88
895
$2K ﹤0.01%
+4
896
$2K ﹤0.01%
35
897
$2K ﹤0.01%
101
898
$2K ﹤0.01%
+48
899
$2K ﹤0.01%
82
900
$2K ﹤0.01%
41
34 35
36
37 38