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
1251
$19K ﹤0.01%
+500
1252
$19K ﹤0.01%
+12
1253
$19K ﹤0.01%
1,477
+607
1254
$19K ﹤0.01%
990
-770
1255
$19K ﹤0.01%
151
-142
1256
$19K ﹤0.01%
1,171
-1,927
1257
$19K ﹤0.01%
224
+148
1258
$19K ﹤0.01%
2,723
-1,754
1259
$19K ﹤0.01%
163
-31
1260
$19K ﹤0.01%
1,823
-4,433
1261
$19K ﹤0.01%
305
+280
1262
$18K ﹤0.01%
3,746
-5,127
1263
$18K ﹤0.01%
299
+115
1264
$18K ﹤0.01%
189
+107
1265
$18K ﹤0.01%
2,382
+1,699
1266
$18K ﹤0.01%
5,324
+1,283
1267
$18K ﹤0.01%
723
-292
1268
$18K ﹤0.01%
124
-37
1269
$18K ﹤0.01%
3,552
+1,352
1270
$18K ﹤0.01%
750
+50
1271
$18K ﹤0.01%
178
+87
1272
$18K ﹤0.01%
+4,854
1273
$18K ﹤0.01%
419
+134
1274
$18K ﹤0.01%
46,747
1275
$18K ﹤0.01%
2,958
+2,107
49 50
51
52 53