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
1251
$15K ﹤0.01%
250
1252
$15K ﹤0.01%
717
+309
1253
$15K ﹤0.01%
280
1254
$15K ﹤0.01%
250
-168
1255
$15K ﹤0.01%
+32
1256
$15K ﹤0.01%
317
+67
1257
$15K ﹤0.01%
408
1258
$15K ﹤0.01%
234
+42
1259
$15K ﹤0.01%
83
-262
1260
$15K ﹤0.01%
404
1261
$15K ﹤0.01%
384
-21
1262
$15K ﹤0.01%
374
1263
$15K ﹤0.01%
131
+9
1264
$15K ﹤0.01%
154
1265
$15K ﹤0.01%
226
1266
$14K ﹤0.01%
296
+46
1267
$14K ﹤0.01%
+1,272
1268
$14K ﹤0.01%
822
1269
$14K ﹤0.01%
785
1270
$14K ﹤0.01%
272
1271
$14K ﹤0.01%
286
1272
$14K ﹤0.01%
339
1273
$14K ﹤0.01%
247
1274
$14K ﹤0.01%
+8,700
1275
$14K ﹤0.01%
417
-130
49 50
51
52 53