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
$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
951
$1K ﹤0.01%
6
952
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953
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954
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955
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17
+12
956
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+28
957
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48
958
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39
959
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+141
960
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32
961
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6
-5
962
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963
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964
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14
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9
-108
967
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968
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969
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18
970
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971
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+66
972
$1K ﹤0.01%
+33
973
$1K ﹤0.01%
65
-13
974
$1K ﹤0.01%
+20
975
$1K ﹤0.01%
8
37 38
39
40 41