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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$22K ﹤0.01%
2,000
-2,700
1202
$21K ﹤0.01%
426
-2,600
1203
$21K ﹤0.01%
190
+141
1204
$21K ﹤0.01%
10,049
-5,077
1205
$21K ﹤0.01%
960
+629
1206
$21K ﹤0.01%
168
+27
1207
$21K ﹤0.01%
1,161
1208
$21K ﹤0.01%
1,006
-74
1209
$21K ﹤0.01%
173
+141
1210
$21K ﹤0.01%
1,116
+146
1211
$21K ﹤0.01%
276
+26
1212
$21K ﹤0.01%
+1,896
1213
$21K ﹤0.01%
1,346
+346
1214
$21K ﹤0.01%
1,190
-707
1215
$21K ﹤0.01%
694
-1,847
1216
$21K ﹤0.01%
744
+498
1217
$21K ﹤0.01%
968
1218
$21K ﹤0.01%
1,808
+9
1219
$21K ﹤0.01%
750
1220
$21K ﹤0.01%
184
+146
1221
$21K ﹤0.01%
892
-340
1222
$20K ﹤0.01%
1,952
1223
$20K ﹤0.01%
+2,000
1224
$20K ﹤0.01%
151
1225
$20K ﹤0.01%
722
+165
47 48
49
50 51