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
1251
$17K ﹤0.01%
255
-26
1252
$17K ﹤0.01%
351
+20
1253
$17K ﹤0.01%
122
+14
1254
$17K ﹤0.01%
236
1255
$17K ﹤0.01%
890
+162
1256
$16K ﹤0.01%
292
+59
1257
$16K ﹤0.01%
118
+26
1258
$16K ﹤0.01%
225
1259
$16K ﹤0.01%
408
+149
1260
$16K ﹤0.01%
499
-79
1261
$16K ﹤0.01%
247
-26
1262
$16K ﹤0.01%
+200
1263
$16K ﹤0.01%
564
1264
$16K ﹤0.01%
175
+30
1265
$16K ﹤0.01%
232
1266
$16K ﹤0.01%
440
+130
1267
$16K ﹤0.01%
353
+166
1268
$16K ﹤0.01%
425
-7,715
1269
$16K ﹤0.01%
148
+17
1270
$16K ﹤0.01%
154
-13
1271
$16K ﹤0.01%
948
-199
1272
$15K ﹤0.01%
354
1273
$15K ﹤0.01%
1,365
-2,859
1274
$15K ﹤0.01%
1,330
+753
1275
$15K ﹤0.01%
250
49 50
51
52 53