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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$25K ﹤0.01%
3,645
+3,457
1152
$24K ﹤0.01%
234
+157
1153
$24K ﹤0.01%
+454
1154
$24K ﹤0.01%
113
+40
1155
$24K ﹤0.01%
474
+125
1156
$24K ﹤0.01%
433
-265
1157
$24K ﹤0.01%
338
1158
$24K ﹤0.01%
383
-3
1159
$24K ﹤0.01%
173
+142
1160
$24K ﹤0.01%
1,520
+20
1161
$24K ﹤0.01%
350
-27
1162
$24K ﹤0.01%
1,071
+795
1163
$24K ﹤0.01%
+1,219
1164
$24K ﹤0.01%
754
+34
1165
$24K ﹤0.01%
1,440
-65
1166
$24K ﹤0.01%
365
+133
1167
$24K ﹤0.01%
172
1168
$24K ﹤0.01%
1,327
+406
1169
$24K ﹤0.01%
623
+116
1170
$24K ﹤0.01%
127
-16
1171
$24K ﹤0.01%
185
1172
$24K ﹤0.01%
+10,000
1173
$23K ﹤0.01%
4,654
+906
1174
$23K ﹤0.01%
2,450
1175
$23K ﹤0.01%
1,223
+1,194
45 46
47
48 49