S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$93.8M
2 +$27.8M
3 +$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1 +$56.2M
2 +$20.8M
3 +$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$13K ﹤0.01%
344
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1327
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238
1328
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1329
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264
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1337
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309
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305
1339
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675
1340
$12K ﹤0.01%
416
+333
1341
$12K ﹤0.01%
135
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742
-656
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231
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1344
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3,125
+200
1345
$12K ﹤0.01%
1,039
+242
1346
$12K ﹤0.01%
+1,250
1347
$12K ﹤0.01%
118
-179
1348
$12K ﹤0.01%
107
1349
$12K ﹤0.01%
170
1350
$12K ﹤0.01%
+2,000