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
876
$50K ﹤0.01%
637
877
$50K ﹤0.01%
1,674
+64
878
$50K ﹤0.01%
309
+98
879
$50K ﹤0.01%
829
-1,226
880
$50K ﹤0.01%
2,049
+243
881
$50K ﹤0.01%
1,413
+1,129
882
$50K ﹤0.01%
889
+425
883
$50K ﹤0.01%
4,400
+3,000
884
$50K ﹤0.01%
2,419
+58
885
$50K ﹤0.01%
1,816
-176
886
$50K ﹤0.01%
80
+12
887
$49K ﹤0.01%
972
888
$49K ﹤0.01%
1,124
889
$49K ﹤0.01%
169
+17
890
$49K ﹤0.01%
535
891
$49K ﹤0.01%
503
892
$49K ﹤0.01%
800
893
$49K ﹤0.01%
1,220
-469
894
$48K ﹤0.01%
927
+147
895
$48K ﹤0.01%
6,303
-1,225
896
$48K ﹤0.01%
4,510
+682
897
$48K ﹤0.01%
3,264
-21
898
$48K ﹤0.01%
1,489
-100
899
$48K ﹤0.01%
2,255
900
$47K ﹤0.01%
1,099
-78
34 35
36
37 38