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
976
$36K ﹤0.01%
966
+146
977
$36K ﹤0.01%
1,840
+60
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%
766
-131
983
$35K ﹤0.01%
+1,061
984
$35K ﹤0.01%
276
+12
985
$35K ﹤0.01%
735
-105
986
$35K ﹤0.01%
279
987
$35K ﹤0.01%
1,710
+620
988
$35K ﹤0.01%
846
+544
989
$35K ﹤0.01%
598
-1
990
$35K ﹤0.01%
491
991
$35K ﹤0.01%
3,349
-38
992
$34K ﹤0.01%
795
993
$34K ﹤0.01%
3,927
-355
994
$34K ﹤0.01%
251
+42
995
$34K ﹤0.01%
810
996
$34K ﹤0.01%
249
-11
997
$34K ﹤0.01%
939
-55
998
$34K ﹤0.01%
275
999
$34K ﹤0.01%
944
1000
$34K ﹤0.01%
649
+43
38 39
40
41 42