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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$42K ﹤0.01%
860
+390
952
$41K ﹤0.01%
2,289
+1,081
953
$41K ﹤0.01%
2,437
+1,223
954
$41K ﹤0.01%
1,400
955
$41K ﹤0.01%
126
+20
956
$41K ﹤0.01%
762
-397
957
$41K ﹤0.01%
880
958
$41K ﹤0.01%
1,549
+429
959
$41K ﹤0.01%
2,038
+202
960
$41K ﹤0.01%
2,609
+1,241
961
$41K ﹤0.01%
558
+352
962
$41K ﹤0.01%
+2,023
963
$41K ﹤0.01%
7,300
964
$41K ﹤0.01%
19,947
+488
965
$41K ﹤0.01%
2,366
+1,456
966
$40K ﹤0.01%
436
+302
967
$40K ﹤0.01%
940
+275
968
$40K ﹤0.01%
877
969
$40K ﹤0.01%
14,919
+9,890
970
$40K ﹤0.01%
2,000
+1,250
971
$40K ﹤0.01%
+1,575
972
$40K ﹤0.01%
836
+152
973
$40K ﹤0.01%
1,300
+561
974
$40K ﹤0.01%
1,724
-153
975
$40K ﹤0.01%
1,429
+330
37 38
39
40 41