S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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 6.67%
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
1351
$15K ﹤0.01%
101
+77
1352
$15K ﹤0.01%
150
-680
1353
$15K ﹤0.01%
14,000
-6,300
1354
$15K ﹤0.01%
322
+228
1355
$15K ﹤0.01%
1,811
-1,804
1356
$15K ﹤0.01%
6,667
+1
1357
$14K ﹤0.01%
355
+172
1358
$14K ﹤0.01%
1,276
+654
1359
$14K ﹤0.01%
646
-679
1360
$14K ﹤0.01%
797
-80
1361
$14K ﹤0.01%
300
1362
$14K ﹤0.01%
53
1363
$14K ﹤0.01%
800
+759
1364
$14K ﹤0.01%
2,982
1365
$14K ﹤0.01%
1,681
-955
1366
$14K ﹤0.01%
489
-218
1367
$14K ﹤0.01%
710
-86
1368
$14K ﹤0.01%
758
+643
1369
$14K ﹤0.01%
108
+89
1370
$14K ﹤0.01%
200
1371
$14K ﹤0.01%
267
-211
1372
$14K ﹤0.01%
94
+18
1373
$14K ﹤0.01%
165
-6
1374
$14K ﹤0.01%
378
+124
1375
$14K ﹤0.01%
1,506
+450
53 54
55
56 57