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
1226
$16K ﹤0.01%
547
+43
1227
$16K ﹤0.01%
+429
1228
$16K ﹤0.01%
358
-74
1229
$16K ﹤0.01%
1,128
+48
1230
$16K ﹤0.01%
921
1231
$16K ﹤0.01%
359
1232
$16K ﹤0.01%
435
1233
$16K ﹤0.01%
+784
1234
$16K ﹤0.01%
129
1235
$16K ﹤0.01%
336
1236
$16K ﹤0.01%
748
1237
$16K ﹤0.01%
339
-89
1238
$16K ﹤0.01%
92
-18
1239
$16K ﹤0.01%
479
-6
1240
$16K ﹤0.01%
802
+625
1241
$16K ﹤0.01%
370
-49
1242
$16K ﹤0.01%
+111
1243
$16K ﹤0.01%
131
+63
1244
$16K ﹤0.01%
695
-17
1245
$16K ﹤0.01%
1,049
-577
1246
$16K ﹤0.01%
636
-75
1247
$15K ﹤0.01%
445
+93
1248
$15K ﹤0.01%
121
1249
$15K ﹤0.01%
280
1250
$15K ﹤0.01%
402
+155
48 49
50
51 52