S

SignatureFD Portfolio holdings

AUM $5.86B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,185
New
Increased
Reduced
Closed

Top Buys

1 +$57M
2 +$40.4M
3 +$6.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M

Sector Composition

1 Consumer Staples 6.69%
2 Industrials 4.14%
3 Financials 3.91%
4 Healthcare 2.36%
5 Technology 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$0 ﹤0.01%
11
1177
$0 ﹤0.01%
+20
1178
$0 ﹤0.01%
+76
1179
$0 ﹤0.01%
4
1180
$0 ﹤0.01%
8
1181
-10,000
1182
$0 ﹤0.01%
4
1183
-440,850
1184
-7