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
1301
$14K ﹤0.01%
1,115
-11,351
1302
$14K ﹤0.01%
32
1303
$14K ﹤0.01%
416
+189
1304
$14K ﹤0.01%
+142
1305
$14K ﹤0.01%
311
-16
1306
$14K ﹤0.01%
1,316
-760
1307
$14K ﹤0.01%
152
1308
$14K ﹤0.01%
214
1309
$14K ﹤0.01%
1,043
-49
1310
$14K ﹤0.01%
781
+266
1311
$14K ﹤0.01%
55
-3
1312
$14K ﹤0.01%
+1,500
1313
$14K ﹤0.01%
1,339
1314
$14K ﹤0.01%
+1,500
1315
$13K ﹤0.01%
414
1316
$13K ﹤0.01%
180
-11
1317
$13K ﹤0.01%
722
+142
1318
$13K ﹤0.01%
162
+62
1319
$13K ﹤0.01%
369
+169
1320
$13K ﹤0.01%
141
+19
1321
$13K ﹤0.01%
274
1322
$13K ﹤0.01%
339
1323
$13K ﹤0.01%
214
-49
1324
$13K ﹤0.01%
155
+34
1325
$13K ﹤0.01%
+272
51 52
53
54 55