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
1001
$34K ﹤0.01%
1,332
1002
$34K ﹤0.01%
576
-173
1003
$33K ﹤0.01%
689
+73
1004
$33K ﹤0.01%
251
1005
$33K ﹤0.01%
656
-44
1006
$33K ﹤0.01%
1,529
-785
1007
$33K ﹤0.01%
513
-30
1008
$33K ﹤0.01%
500
-295
1009
$32K ﹤0.01%
730
1010
$32K ﹤0.01%
1,161
1011
$32K ﹤0.01%
179
+66
1012
$32K ﹤0.01%
1,178
-393
1013
$32K ﹤0.01%
519
-4,813
1014
$32K ﹤0.01%
160
+14
1015
$32K ﹤0.01%
1,526
-902
1016
$32K ﹤0.01%
1,716
+381
1017
$32K ﹤0.01%
1,000
1018
$32K ﹤0.01%
1,589
-43
1019
$31K ﹤0.01%
4,617
+68
1020
$31K ﹤0.01%
3,314
-139
1021
$31K ﹤0.01%
912
-629
1022
$31K ﹤0.01%
3,421
1023
$31K ﹤0.01%
991
-68
1024
$31K ﹤0.01%
720
1025
$31K ﹤0.01%
200
39 40
41
42 43