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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$37K ﹤0.01%
1,906
+1,058
977
$37K ﹤0.01%
3,000
+31
978
$37K ﹤0.01%
15
-2
979
$37K ﹤0.01%
944
980
$37K ﹤0.01%
847
-5
981
$36K ﹤0.01%
587
-53
982
$36K ﹤0.01%
1,580
-122
983
$36K ﹤0.01%
284
-36
984
$36K ﹤0.01%
299
985
$36K ﹤0.01%
2,683
986
$36K ﹤0.01%
284
+6
987
$36K ﹤0.01%
1,550
+272
988
$36K ﹤0.01%
63
-51
989
$36K ﹤0.01%
332
990
$36K ﹤0.01%
203
+33
991
$36K ﹤0.01%
1,618
-1,124
992
$36K ﹤0.01%
1,872
993
$36K ﹤0.01%
426
-226
994
$36K ﹤0.01%
1,023
+44
995
$36K ﹤0.01%
298
-4
996
$36K ﹤0.01%
1,716
997
$35K ﹤0.01%
754
-110
998
$35K ﹤0.01%
679
-30
999
$35K ﹤0.01%
11,403
-2,008
1000
$35K ﹤0.01%
3,366
+554
38 39
40
41 42