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
$1.16B
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 6.66%
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
1326
$16K ﹤0.01%
437
+357
1327
$16K ﹤0.01%
258
+24
1328
$16K ﹤0.01%
185
+151
1329
$16K ﹤0.01%
936
-28
1330
$16K ﹤0.01%
850
-59
1331
$16K ﹤0.01%
+600
1332
$15K ﹤0.01%
1,926
+959
1333
$15K ﹤0.01%
660
-90
1334
$15K ﹤0.01%
698
-734
1335
$15K ﹤0.01%
418
+132
1336
$15K ﹤0.01%
423
1337
$15K ﹤0.01%
6,667
+1
1338
$15K ﹤0.01%
314
1339
$15K ﹤0.01%
292
1340
$15K ﹤0.01%
377
+363
1341
$15K ﹤0.01%
108
+56
1342
$15K ﹤0.01%
2,000
+1,500
1343
$15K ﹤0.01%
553
+150
1344
$15K ﹤0.01%
965
+118
1345
$15K ﹤0.01%
403
+36
1346
$15K ﹤0.01%
490
+162
1347
$15K ﹤0.01%
750
1348
$15K ﹤0.01%
1,845
+361
1349
$15K ﹤0.01%
524
1350
$15K ﹤0.01%
334
+194
52 53
54
55 56