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
1076
$27K ﹤0.01%
263
-229
1077
$27K ﹤0.01%
206
+200
1078
$27K ﹤0.01%
+800
1079
$27K ﹤0.01%
678
+21
1080
$27K ﹤0.01%
287
-4
1081
$27K ﹤0.01%
200
+106
1082
$27K ﹤0.01%
225
+1
1083
$27K ﹤0.01%
300
1084
$26K ﹤0.01%
497
-120
1085
$26K ﹤0.01%
187
-15
1086
$26K ﹤0.01%
+242
1087
$26K ﹤0.01%
873
+595
1088
$26K ﹤0.01%
26
+6
1089
$26K ﹤0.01%
8,422
1090
$26K ﹤0.01%
428
+1
1091
$26K ﹤0.01%
800
1092
$26K ﹤0.01%
1,043
1093
$26K ﹤0.01%
1,054
+54
1094
$26K ﹤0.01%
454
-48
1095
$26K ﹤0.01%
401
1096
$26K ﹤0.01%
3,810
-472
1097
$26K ﹤0.01%
773
+40
1098
$26K ﹤0.01%
321
1099
$26K ﹤0.01%
908
-777
1100
$26K ﹤0.01%
968
42 43
44
45 46