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
1276
$15K ﹤0.01%
175
1277
$15K ﹤0.01%
122
-32
1278
$15K ﹤0.01%
286
1279
$15K ﹤0.01%
163
1280
$15K ﹤0.01%
4,953
+949
1281
$15K ﹤0.01%
280
1282
$15K ﹤0.01%
882
+45
1283
$15K ﹤0.01%
126
-831
1284
$15K ﹤0.01%
151
+71
1285
$15K ﹤0.01%
70
-74
1286
$15K ﹤0.01%
234
-140
1287
$15K ﹤0.01%
1,885
1288
$15K ﹤0.01%
337
-114
1289
$15K ﹤0.01%
600
1290
$15K ﹤0.01%
305
+88
1291
$15K ﹤0.01%
399
+1
1292
$15K ﹤0.01%
209
1293
$14K ﹤0.01%
1,611
-2,666
1294
$14K ﹤0.01%
262
+139
1295
$14K ﹤0.01%
5,000
1296
$14K ﹤0.01%
500
1297
$14K ﹤0.01%
290
1298
$14K ﹤0.01%
711
-5,522
1299
$14K ﹤0.01%
748
1300
$14K ﹤0.01%
520
-15
50 51
52
53 54