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
901
$47K ﹤0.01%
485
+57
902
$47K ﹤0.01%
763
-510
903
$47K ﹤0.01%
365
-2
904
$47K ﹤0.01%
877
905
$47K ﹤0.01%
3,686
-957
906
$47K ﹤0.01%
807
-79
907
$47K ﹤0.01%
2,106
+762
908
$47K ﹤0.01%
1,722
-4
909
$47K ﹤0.01%
+2,000
910
$47K ﹤0.01%
211
+36
911
$46K ﹤0.01%
2,500
912
$46K ﹤0.01%
182
+12
913
$45K ﹤0.01%
5,836
+661
914
$45K ﹤0.01%
505
+216
915
$45K ﹤0.01%
499
-94
916
$45K ﹤0.01%
290
+56
917
$45K ﹤0.01%
550
918
$45K ﹤0.01%
756
-1,526
919
$45K ﹤0.01%
3,548
+379
920
$45K ﹤0.01%
2,703
+141
921
$45K ﹤0.01%
1,343
+66
922
$45K ﹤0.01%
1,819
923
$45K ﹤0.01%
558
-80
924
$44K ﹤0.01%
723
+362
925
$44K ﹤0.01%
1,276
+508
35 36
37
38 39