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
1276
$18K ﹤0.01%
333
+148
1277
$18K ﹤0.01%
636
-218
1278
$18K ﹤0.01%
583
+89
1279
$18K ﹤0.01%
335
-234
1280
$18K ﹤0.01%
1,058
1281
$17K ﹤0.01%
166
+33
1282
$17K ﹤0.01%
409
+222
1283
$17K ﹤0.01%
485
+235
1284
$17K ﹤0.01%
1,294
-1,846
1285
$17K ﹤0.01%
39
+24
1286
$17K ﹤0.01%
317
+66
1287
$17K ﹤0.01%
182
+75
1288
$17K ﹤0.01%
1,503
+24
1289
$17K ﹤0.01%
2,412
+2,249
1290
$17K ﹤0.01%
231
+64
1291
$17K ﹤0.01%
250
+164
1292
$17K ﹤0.01%
455
+24
1293
$17K ﹤0.01%
1,513
+527
1294
$17K ﹤0.01%
596
+36
1295
$17K ﹤0.01%
446
+221
1296
$17K ﹤0.01%
816
+98
1297
$17K ﹤0.01%
866
+45
1298
$17K ﹤0.01%
927
+131
1299
$17K ﹤0.01%
448
+230
1300
$17K ﹤0.01%
+1,200
50 51
52
53 54