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
1126
$24K ﹤0.01%
567
+30
1127
$24K ﹤0.01%
233
-567
1128
$24K ﹤0.01%
+191
1129
$23K ﹤0.01%
5,292
+725
1130
$23K ﹤0.01%
+771
1131
$23K ﹤0.01%
288
+1
1132
$23K ﹤0.01%
265
+12
1133
$23K ﹤0.01%
554
+9
1134
$23K ﹤0.01%
151
1135
$23K ﹤0.01%
268
-50
1136
$23K ﹤0.01%
500
1137
$23K ﹤0.01%
206
-1,013
1138
$23K ﹤0.01%
684
1139
$23K ﹤0.01%
211
-1
1140
$23K ﹤0.01%
1,864
1141
$23K ﹤0.01%
130
+43
1142
$23K ﹤0.01%
1,075
-225
1143
$23K ﹤0.01%
197
+57
1144
$23K ﹤0.01%
489
-140
1145
$23K ﹤0.01%
707
+216
1146
$22K ﹤0.01%
1,027
-752
1147
$22K ﹤0.01%
848
1148
$22K ﹤0.01%
204
1149
$22K ﹤0.01%
3,716
1150
$22K ﹤0.01%
224
-22
44 45
46
47 48