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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$28K ﹤0.01%
142
+4
1077
$28K ﹤0.01%
1,400
-2,855
1078
$28K ﹤0.01%
1,397
+552
1079
$28K ﹤0.01%
662
1080
$27K ﹤0.01%
273
1081
$27K ﹤0.01%
249
+17
1082
$27K ﹤0.01%
272
-114
1083
$27K ﹤0.01%
341
1084
$27K ﹤0.01%
254
-74
1085
$27K ﹤0.01%
1,310
+148
1086
$27K ﹤0.01%
1,831
+164
1087
$27K ﹤0.01%
247
+60
1088
$27K ﹤0.01%
631
+70
1089
$27K ﹤0.01%
343
+93
1090
$27K ﹤0.01%
1,407
+388
1091
$27K ﹤0.01%
365
1092
$26K ﹤0.01%
46,747
1093
$26K ﹤0.01%
1,660
+23
1094
$26K ﹤0.01%
739
+81
1095
$26K ﹤0.01%
210
1096
$26K ﹤0.01%
319
-6
1097
$26K ﹤0.01%
277
+269
1098
$26K ﹤0.01%
1,460
+59
1099
$25K ﹤0.01%
5,370
-3,907
1100
$25K ﹤0.01%
279
+6
42 43
44
45 46