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
1101
$25K ﹤0.01%
1,054
-296
1102
$25K ﹤0.01%
498
1103
$25K ﹤0.01%
1,255
-133
1104
$25K ﹤0.01%
1,349
+154
1105
$25K ﹤0.01%
1,726
+548
1106
$25K ﹤0.01%
2,442
1107
$25K ﹤0.01%
214
-21
1108
$25K ﹤0.01%
924
+82
1109
$25K ﹤0.01%
223
+40
1110
$25K ﹤0.01%
1,200
+24
1111
$25K ﹤0.01%
265
+180
1112
$25K ﹤0.01%
1,006
+155
1113
$25K ﹤0.01%
674
+628
1114
$25K ﹤0.01%
652
+130
1115
$25K ﹤0.01%
1,713
+28
1116
$25K ﹤0.01%
871
+182
1117
$24K ﹤0.01%
269
1118
$24K ﹤0.01%
2,202
+122
1119
$24K ﹤0.01%
466
+27
1120
$24K ﹤0.01%
685
+85
1121
$24K ﹤0.01%
1,479
+19
1122
$24K ﹤0.01%
1,686
+132
1123
$24K ﹤0.01%
644
+2
1124
$24K ﹤0.01%
560
1125
$24K ﹤0.01%
959
+354
43 44
45
46 47