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
926
$44K ﹤0.01%
64
+18
927
$44K ﹤0.01%
476
+96
928
$44K ﹤0.01%
694
-83
929
$44K ﹤0.01%
3,300
930
$44K ﹤0.01%
1,542
-652
931
$44K ﹤0.01%
211
+4
932
$44K ﹤0.01%
1,455
+17
933
$43K ﹤0.01%
622
934
$43K ﹤0.01%
2,002
-16
935
$43K ﹤0.01%
1,325
936
$43K ﹤0.01%
434
+234
937
$43K ﹤0.01%
3,003
938
$42K ﹤0.01%
1,163
939
$42K ﹤0.01%
786
+447
940
$42K ﹤0.01%
422
-74
941
$42K ﹤0.01%
885
-377
942
$42K ﹤0.01%
363
943
$41K ﹤0.01%
1,952
944
$41K ﹤0.01%
457
-447
945
$41K ﹤0.01%
520
946
$41K ﹤0.01%
1,068
+20
947
$41K ﹤0.01%
1,191
+1
948
$40K ﹤0.01%
883
+108
949
$40K ﹤0.01%
+1,180
950
$40K ﹤0.01%
1,035
36 37
38
39 40