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
1176
$21K ﹤0.01%
443
1177
$21K ﹤0.01%
+1,924
1178
$21K ﹤0.01%
1,613
-34
1179
$21K ﹤0.01%
1,405
-639
1180
$20K ﹤0.01%
+1,800
1181
$20K ﹤0.01%
1,713
+697
1182
$20K ﹤0.01%
1,350
1183
$20K ﹤0.01%
555
+11
1184
$20K ﹤0.01%
548
+140
1185
$20K ﹤0.01%
284
-13
1186
$20K ﹤0.01%
+1,257
1187
$20K ﹤0.01%
338
1188
$20K ﹤0.01%
75
+28
1189
$20K ﹤0.01%
157
-1,120
1190
$20K ﹤0.01%
314
1191
$20K ﹤0.01%
1,348
1192
$20K ﹤0.01%
1,259
-578
1193
$20K ﹤0.01%
+1,432
1194
$20K ﹤0.01%
216
-3,539
1195
$20K ﹤0.01%
2,224
+243
1196
$20K ﹤0.01%
315
+12
1197
$19K ﹤0.01%
240
-130
1198
$19K ﹤0.01%
384
+66
1199
$19K ﹤0.01%
721
+483
1200
$19K ﹤0.01%
4,924
-5,919
46 47
48
49 50