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
$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 5.52%
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
1351
$11K ﹤0.01%
236
1352
$11K ﹤0.01%
559
-154
1353
$11K ﹤0.01%
181
1354
$11K ﹤0.01%
304
-41
1355
$11K ﹤0.01%
1,500
-2,500
1356
$11K ﹤0.01%
80
+10
1357
$11K ﹤0.01%
191
1358
$11K ﹤0.01%
226
-9
1359
$11K ﹤0.01%
607
+395
1360
$11K ﹤0.01%
177
1361
$11K ﹤0.01%
217
+60
1362
$11K ﹤0.01%
23
1363
$11K ﹤0.01%
955
-439
1364
$11K ﹤0.01%
337
-20
1365
$11K ﹤0.01%
231
+200
1366
$11K ﹤0.01%
123
+57
1367
$11K ﹤0.01%
+287
1368
$11K ﹤0.01%
604
1369
$11K ﹤0.01%
172
+95
1370
$10K ﹤0.01%
341
+55
1371
$10K ﹤0.01%
218
+72
1372
$10K ﹤0.01%
+500
1373
$10K ﹤0.01%
103
1374
$10K ﹤0.01%
+2,289
1375
$10K ﹤0.01%
497
53 54
55
56 57