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
76
$1.16M 0.1%
6,328
-891
77
$1.14M 0.1%
14,100
-953
78
$1.12M 0.1%
18,856
+152
79
$1.12M 0.1%
15,461
-14,978
80
$1.1M 0.09%
6,230
+35
81
$1.06M 0.09%
3,996
+444
82
$1.06M 0.09%
25,877
-484
83
$1.05M 0.09%
21,137
-76
84
$1.04M 0.09%
3,855
+412
85
$1.01M 0.09%
5,646
+789
86
$998K 0.08%
28,000
-9,270
87
$994K 0.08%
38,304
-5,894
88
$981K 0.08%
4,052
-162
89
$976K 0.08%
18,180
+847
90
$963K 0.08%
11,356
-1,564
91
$955K 0.08%
3,488
+625
92
$955K 0.08%
5,710
+42
93
$950K 0.08%
7,324
+142
94
$922K 0.08%
33,794
-1,824
95
$916K 0.08%
17,959
+940
96
$914K 0.08%
12,300
+987
97
$909K 0.08%
18,255
+3,652
98
$907K 0.08%
7,746
+1,082
99
$906K 0.08%
7,339
+569
100
$898K 0.08%
8,648
+66
2 3
4
5 6