S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.52%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$19K ﹤0.01%
235
+40
1177
$19K ﹤0.01%
423
-133
1178
$19K ﹤0.01%
249
-24
1179
$19K ﹤0.01%
1,348
1180
$19K ﹤0.01%
176
+37
1181
$19K ﹤0.01%
+1,000
1182
$19K ﹤0.01%
142
-87
1183
$19K ﹤0.01%
220
+102
1184
$19K ﹤0.01%
1,058
-112
1185
$19K ﹤0.01%
524
1186
$19K ﹤0.01%
+500
1187
$19K ﹤0.01%
+1,114
1188
$19K ﹤0.01%
590
-202
1189
$19K ﹤0.01%
806
-65
1190
$19K ﹤0.01%
738
-191
1191
$19K ﹤0.01%
646
-320
1192
$19K ﹤0.01%
928
1193
$19K ﹤0.01%
322
-40
1194
$19K ﹤0.01%
158
-2
1195
$18K ﹤0.01%
413
+1
1196
$18K ﹤0.01%
1,350
1197
$18K ﹤0.01%
565
+177
1198
$18K ﹤0.01%
399
1199
$18K ﹤0.01%
750
1200
$18K ﹤0.01%
20
46 47
48
49 50