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
1026
$31K ﹤0.01%
627
-8
1027
$30K ﹤0.01%
634
+4
1028
$30K ﹤0.01%
302
+292
1029
$30K ﹤0.01%
1,561
-339
1030
$30K ﹤0.01%
152
+46
1031
$30K ﹤0.01%
192
+147
1032
$30K ﹤0.01%
677
+160
1033
$30K ﹤0.01%
1,263
+141
1034
$30K ﹤0.01%
4,102
1035
$30K ﹤0.01%
2,456
-41
1036
$30K ﹤0.01%
626
-36
1037
$30K ﹤0.01%
290
1038
$29K ﹤0.01%
386
1039
$29K ﹤0.01%
2,302
1040
$29K ﹤0.01%
271
+240
1041
$29K ﹤0.01%
207
+5
1042
$29K ﹤0.01%
1,462
+44
1043
$29K ﹤0.01%
450
+250
1044
$29K ﹤0.01%
538
+217
1045
$29K ﹤0.01%
1,032
-18
1046
$29K ﹤0.01%
+1,130
1047
$29K ﹤0.01%
1,093
-4
1048
$29K ﹤0.01%
896
+99
1049
$29K ﹤0.01%
450
1050
$28K ﹤0.01%
1,256
-1,658
40 41
42
43 44