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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,822
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11M
3
+$8.57M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$8.38M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.61M

Top Sells

1
+$3.01M
2
+$2.79M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.73M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.52M

Sector Composition

1 Technology 6.56%
2 Consumer Discretionary 4.39%
3 Financials 3.61%
4 Healthcare 3.17%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$28K ﹤0.01%
309
-19
1327
$27K ﹤0.01%
298
+66
1328
$27K ﹤0.01%
+700
1329
$27K ﹤0.01%
1,342
-574
1330
$27K ﹤0.01%
308
-39
1331
$27K ﹤0.01%
299
+212
1332
$27K ﹤0.01%
249
+200
1333
$27K ﹤0.01%
267
+169
1334
$27K ﹤0.01%
664
+62
1335
$27K ﹤0.01%
575
+49
1336
$27K ﹤0.01%
675
-150
1337
$27K ﹤0.01%
206
+3
1338
$27K ﹤0.01%
1,543
-1,315
1339
$27K ﹤0.01%
1,365
-298
1340
$27K ﹤0.01%
452
+178
1341
$27K ﹤0.01%
2,795
+553
1342
$27K ﹤0.01%
568
-87
1343
$27K ﹤0.01%
+1,600
1344
$26K ﹤0.01%
643
+466
1345
$26K ﹤0.01%
192
-132
1346
$26K ﹤0.01%
+1,338
1347
$26K ﹤0.01%
1,354
+12
1348
$26K ﹤0.01%
178
+15
1349
$26K ﹤0.01%
597
+35
1350
$26K ﹤0.01%
763
-238
52 53
54
55 56