S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$93.8M
2
+$27.8M
3
+$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1
+$56.2M
2
+$20.8M
3
+$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$36K ﹤0.01%
+1,515
977
$36K ﹤0.01%
966
+146
978
$36K ﹤0.01%
275
+69
979
$36K ﹤0.01%
573
-171
980
$36K ﹤0.01%
1,016
-5
981
$36K ﹤0.01%
2,851
-203
982
$35K ﹤0.01%
276
+12
983
$35K ﹤0.01%
735
-105
984
$35K ﹤0.01%
279
985
$35K ﹤0.01%
1,710
+620
986
$35K ﹤0.01%
3,349
-38
987
$35K ﹤0.01%
766
-131
988
$35K ﹤0.01%
+1,061
989
$35K ﹤0.01%
846
+544
990
$35K ﹤0.01%
598
-1
991
$35K ﹤0.01%
491
992
$34K ﹤0.01%
275
993
$34K ﹤0.01%
795
994
$34K ﹤0.01%
3,927
-355
995
$34K ﹤0.01%
251
+42
996
$34K ﹤0.01%
249
-11
997
$34K ﹤0.01%
939
-55
998
$34K ﹤0.01%
944
999
$34K ﹤0.01%
649
+43
1000
$34K ﹤0.01%
1,332
38 39
40
41 42