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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$44K ﹤0.01%
550
927
$44K ﹤0.01%
1,406
-495
928
$44K ﹤0.01%
857
+60
929
$43K ﹤0.01%
1,669
930
$43K ﹤0.01%
799
-52
931
$43K ﹤0.01%
836
932
$43K ﹤0.01%
700
+460
933
$43K ﹤0.01%
1,555
-223
934
$42K ﹤0.01%
8,473
-19,144
935
$42K ﹤0.01%
499
+414
936
$42K ﹤0.01%
399
-46
937
$42K ﹤0.01%
250
-12
938
$42K ﹤0.01%
454
-34
939
$42K ﹤0.01%
323
-57
940
$42K ﹤0.01%
3,300
941
$42K ﹤0.01%
293
+180
942
$41K ﹤0.01%
1,820
943
$41K ﹤0.01%
300
944
$41K ﹤0.01%
398
-21
945
$41K ﹤0.01%
296
-34
946
$41K ﹤0.01%
1,332
947
$41K ﹤0.01%
1,740
+12
948
$41K ﹤0.01%
5,233
+1,620
949
$40K ﹤0.01%
449
+51
950
$40K ﹤0.01%
1,240
36 37
38
39 40