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
1276
$14K ﹤0.01%
464
-3
1277
$14K ﹤0.01%
600
-380
1278
$14K ﹤0.01%
5,308
+1,699
1279
$14K ﹤0.01%
62
+5
1280
$14K ﹤0.01%
+500
1281
$14K ﹤0.01%
+35
1282
$14K ﹤0.01%
840
1283
$14K ﹤0.01%
214
1284
$14K ﹤0.01%
231
1285
$14K ﹤0.01%
295
-239
1286
$14K ﹤0.01%
696
-420
1287
$14K ﹤0.01%
597
-540
1288
$13K ﹤0.01%
316
-57
1289
$13K ﹤0.01%
428
+43
1290
$13K ﹤0.01%
121
-28
1291
$13K ﹤0.01%
255
+64
1292
$13K ﹤0.01%
70
1293
$13K ﹤0.01%
557
1294
$13K ﹤0.01%
+300
1295
$13K ﹤0.01%
1,097
+289
1296
$13K ﹤0.01%
+500
1297
$13K ﹤0.01%
3,453
+248
1298
$13K ﹤0.01%
1,092
+26
1299
$13K ﹤0.01%
250
1300
$13K ﹤0.01%
169
+68
50 51
52
53 54