S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 4.68%
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%
207
1327
$13K ﹤0.01%
344
-252
1328
$13K ﹤0.01%
238
1329
$13K ﹤0.01%
198
1330
$13K ﹤0.01%
264
+80
1331
$13K ﹤0.01%
159
1332
$13K ﹤0.01%
23
1333
$13K ﹤0.01%
20
+9
1334
$13K ﹤0.01%
100
+75
1335
$13K ﹤0.01%
180
-11
1336
$13K ﹤0.01%
611
1337
$13K ﹤0.01%
309
-137
1338
$13K ﹤0.01%
305
1339
$13K ﹤0.01%
675
1340
$12K ﹤0.01%
1,039
+242
1341
$12K ﹤0.01%
3,125
+200
1342
$12K ﹤0.01%
231
-28
1343
$12K ﹤0.01%
742
-656
1344
$12K ﹤0.01%
732
-183
1345
$12K ﹤0.01%
243
1346
$12K ﹤0.01%
582
+282
1347
$12K ﹤0.01%
179
+24
1348
$12K ﹤0.01%
531
1349
$12K ﹤0.01%
1,252
+300
1350
$12K ﹤0.01%
330
52 53
54
55 56