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
1326
$12K ﹤0.01%
662
-166
1327
$12K ﹤0.01%
102
1328
$12K ﹤0.01%
54
+15
1329
$12K ﹤0.01%
630
+50
1330
$12K ﹤0.01%
172
+83
1331
$12K ﹤0.01%
633
1332
$12K ﹤0.01%
415
1333
$12K ﹤0.01%
180
1334
$12K ﹤0.01%
159
1335
$12K ﹤0.01%
+535
1336
$12K ﹤0.01%
47
1337
$12K ﹤0.01%
84
-29
1338
$12K ﹤0.01%
2,200
+200
1339
$12K ﹤0.01%
14
+6
1340
$12K ﹤0.01%
1,272
+436
1341
$12K ﹤0.01%
183
+29
1342
$12K ﹤0.01%
675
1343
$11K ﹤0.01%
226
-9
1344
$11K ﹤0.01%
400
1345
$11K ﹤0.01%
800
1346
$11K ﹤0.01%
310
-173
1347
$11K ﹤0.01%
656
1348
$11K ﹤0.01%
271
-2
1349
$11K ﹤0.01%
509
+50
1350
$11K ﹤0.01%
384
-22
52 53
54
55 56