S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
926
$1K ﹤0.01%
14
927
$1K ﹤0.01%
8
928
$1K ﹤0.01%
23
929
$1K ﹤0.01%
+12
930
$1K ﹤0.01%
37
931
$1K ﹤0.01%
+69
932
$1K ﹤0.01%
+11
933
$1K ﹤0.01%
144
934
$1K ﹤0.01%
28
935
$1K ﹤0.01%
+23
936
$1K ﹤0.01%
20
937
$1K ﹤0.01%
+7
938
$1K ﹤0.01%
8
-25
939
$1K ﹤0.01%
92
940
$1K ﹤0.01%
+31
941
$1K ﹤0.01%
86
942
$1K ﹤0.01%
23
943
$1K ﹤0.01%
+49
944
$1K ﹤0.01%
51
945
$1K ﹤0.01%
+16
946
$1K ﹤0.01%
8
947
$1K ﹤0.01%
+38
948
$1K ﹤0.01%
+28
949
$1K ﹤0.01%
+11
950
$1K ﹤0.01%
28
36 37
38
39 40