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
$1.17B
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 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$11K ﹤0.01%
1,090
-328
1377
$11K ﹤0.01%
800
1378
$11K ﹤0.01%
565
+8
1379
$11K ﹤0.01%
61
1380
$11K ﹤0.01%
274
-53
1381
$11K ﹤0.01%
280
+203
1382
$11K ﹤0.01%
358
-26
1383
$11K ﹤0.01%
3,010
1384
$11K ﹤0.01%
1,148
+28
1385
$11K ﹤0.01%
261
-50
1386
$11K ﹤0.01%
242
-25
1387
$11K ﹤0.01%
+183
1388
$11K ﹤0.01%
2,000
1389
$11K ﹤0.01%
268
1390
$11K ﹤0.01%
580
1391
$11K ﹤0.01%
186
1392
$11K ﹤0.01%
64
+1
1393
$11K ﹤0.01%
119
+7
1394
$11K ﹤0.01%
489
+105
1395
$11K ﹤0.01%
130
+99
1396
$11K ﹤0.01%
167
-67
1397
$11K ﹤0.01%
104
1398
$11K ﹤0.01%
76
-11
1399
$11K ﹤0.01%
204
+80
1400
$11K ﹤0.01%
+601
54 55
56
57 58