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
1051
$28K ﹤0.01%
1,000
1052
$28K ﹤0.01%
61
+2
1053
$28K ﹤0.01%
1,158
+60
1054
$28K ﹤0.01%
721
+361
1055
$28K ﹤0.01%
+958
1056
$28K ﹤0.01%
226
1057
$28K ﹤0.01%
46,747
1058
$28K ﹤0.01%
404
1059
$28K ﹤0.01%
1,979
1060
$28K ﹤0.01%
1,400
+200
1061
$28K ﹤0.01%
352
+152
1062
$28K ﹤0.01%
378
+318
1063
$28K ﹤0.01%
373
-98
1064
$28K ﹤0.01%
637
-123
1065
$28K ﹤0.01%
426
-125
1066
$27K ﹤0.01%
1,214
+348
1067
$27K ﹤0.01%
731
+581
1068
$27K ﹤0.01%
352
-48
1069
$27K ﹤0.01%
665
+1
1070
$27K ﹤0.01%
2,166
-900
1071
$27K ﹤0.01%
902
+1
1072
$27K ﹤0.01%
312
-7
1073
$27K ﹤0.01%
308
+32
1074
$27K ﹤0.01%
198
+12
1075
$27K ﹤0.01%
341
41 42
43
44 45