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
1226
$18K ﹤0.01%
960
1227
$18K ﹤0.01%
980
-249
1228
$18K ﹤0.01%
3,898
-2,600
1229
$18K ﹤0.01%
738
+142
1230
$18K ﹤0.01%
417
1231
$17K ﹤0.01%
604
+30
1232
$17K ﹤0.01%
300
1233
$17K ﹤0.01%
300
1234
$17K ﹤0.01%
759
-200
1235
$17K ﹤0.01%
201
-64
1236
$17K ﹤0.01%
169
-109
1237
$17K ﹤0.01%
141
-135
1238
$17K ﹤0.01%
1,610
1239
$17K ﹤0.01%
400
-921
1240
$17K ﹤0.01%
621
+603
1241
$17K ﹤0.01%
360
+6
1242
$17K ﹤0.01%
400
1243
$17K ﹤0.01%
65
+4
1244
$17K ﹤0.01%
667
+78
1245
$17K ﹤0.01%
+290
1246
$17K ﹤0.01%
750
1247
$17K ﹤0.01%
+337
1248
$17K ﹤0.01%
486
+478
1249
$17K ﹤0.01%
250
+21
1250
$17K ﹤0.01%
+96
48 49
50
51 52