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
$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 5.53%
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
1201
$18K ﹤0.01%
220
1202
$18K ﹤0.01%
399
1203
$18K ﹤0.01%
565
+177
1204
$18K ﹤0.01%
1,350
1205
$18K ﹤0.01%
413
+1
1206
$17K ﹤0.01%
199
-138
1207
$17K ﹤0.01%
578
1208
$17K ﹤0.01%
799
+333
1209
$17K ﹤0.01%
684
+384
1210
$17K ﹤0.01%
400
1211
$17K ﹤0.01%
256
+18
1212
$17K ﹤0.01%
253
1213
$17K ﹤0.01%
249
+33
1214
$17K ﹤0.01%
211
-27
1215
$17K ﹤0.01%
132
+16
1216
$17K ﹤0.01%
1,300
1217
$17K ﹤0.01%
302
+203
1218
$17K ﹤0.01%
582
-51
1219
$17K ﹤0.01%
154
-17
1220
$17K ﹤0.01%
496
-73
1221
$17K ﹤0.01%
681
1222
$17K ﹤0.01%
433
-5
1223
$17K ﹤0.01%
300
1224
$17K ﹤0.01%
278
1225
$17K ﹤0.01%
10,000
47 48
49
50 51