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
1151
$22K ﹤0.01%
+75
1152
$22K ﹤0.01%
400
+49
1153
$22K ﹤0.01%
+782
1154
$22K ﹤0.01%
19
1155
$22K ﹤0.01%
88
+26
1156
$22K ﹤0.01%
761
-93
1157
$22K ﹤0.01%
978
-551
1158
$22K ﹤0.01%
1,214
1159
$22K ﹤0.01%
402
+106
1160
$22K ﹤0.01%
273
-16
1161
$21K ﹤0.01%
426
1162
$21K ﹤0.01%
204
1163
$21K ﹤0.01%
83
+16
1164
$21K ﹤0.01%
138
1165
$21K ﹤0.01%
106
-438
1166
$21K ﹤0.01%
455
-27
1167
$21K ﹤0.01%
461
+197
1168
$21K ﹤0.01%
680
-520
1169
$21K ﹤0.01%
324
-15
1170
$21K ﹤0.01%
548
-478
1171
$21K ﹤0.01%
586
+522
1172
$21K ﹤0.01%
328
+138
1173
$21K ﹤0.01%
445
+29
1174
$21K ﹤0.01%
646
+258
1175
$21K ﹤0.01%
557
+35
45 46
47
48 49