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
951
$39K ﹤0.01%
481
+7
952
$39K ﹤0.01%
2,962
+1,121
953
$39K ﹤0.01%
280
+27
954
$39K ﹤0.01%
715
955
$39K ﹤0.01%
14
-2
956
$39K ﹤0.01%
393
-23
957
$39K ﹤0.01%
364
+87
958
$39K ﹤0.01%
887
959
$38K ﹤0.01%
392
+26
960
$38K ﹤0.01%
756
961
$38K ﹤0.01%
658
+116
962
$38K ﹤0.01%
1,672
-1,162
963
$38K ﹤0.01%
450
964
$38K ﹤0.01%
461
+94
965
$38K ﹤0.01%
314
+75
966
$37K ﹤0.01%
4,566
-1,940
967
$37K ﹤0.01%
73
+12
968
$37K ﹤0.01%
1,380
969
$37K ﹤0.01%
909
-7
970
$37K ﹤0.01%
1,232
+789
971
$37K ﹤0.01%
193
972
$37K ﹤0.01%
649
-635
973
$37K ﹤0.01%
758
-101
974
$36K ﹤0.01%
872
+330
975
$36K ﹤0.01%
+1,515
37 38
39
40 41