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
1201
$19K ﹤0.01%
161
1202
$19K ﹤0.01%
1,223
1203
$19K ﹤0.01%
1,300
1204
$19K ﹤0.01%
663
+159
1205
$19K ﹤0.01%
209
+21
1206
$19K ﹤0.01%
1,677
-355
1207
$19K ﹤0.01%
298
+203
1208
$19K ﹤0.01%
320
+150
1209
$19K ﹤0.01%
+2,000
1210
$18K ﹤0.01%
549
+108
1211
$18K ﹤0.01%
341
1212
$18K ﹤0.01%
997
1213
$18K ﹤0.01%
137
+85
1214
$18K ﹤0.01%
354
-35
1215
$18K ﹤0.01%
127
+27
1216
$18K ﹤0.01%
438
-360
1217
$18K ﹤0.01%
75
1218
$18K ﹤0.01%
423
1219
$18K ﹤0.01%
120
-3
1220
$18K ﹤0.01%
128
+38
1221
$18K ﹤0.01%
959
1222
$18K ﹤0.01%
873
-244
1223
$18K ﹤0.01%
650
+350
1224
$18K ﹤0.01%
524
1225
$18K ﹤0.01%
1,073
+368
47 48
49
50 51