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
1376
$14K ﹤0.01%
480
+370
1377
$14K ﹤0.01%
300
-12
1378
$14K ﹤0.01%
300
1379
$14K ﹤0.01%
368
-179
1380
$14K ﹤0.01%
2,112
+1,970
1381
$14K ﹤0.01%
797
+455
1382
$14K ﹤0.01%
316
1383
$14K ﹤0.01%
1,800
1384
$13K ﹤0.01%
487
-492
1385
$13K ﹤0.01%
931
+866
1386
$13K ﹤0.01%
1,834
+1,468
1387
$13K ﹤0.01%
3,010
1388
$13K ﹤0.01%
799
+695
1389
$13K ﹤0.01%
500
1390
$13K ﹤0.01%
924
-97
1391
$13K ﹤0.01%
881
-433
1392
$13K ﹤0.01%
274
-186
1393
$13K ﹤0.01%
2,500
-5,744
1394
$13K ﹤0.01%
1,769
+1,605
1395
$13K ﹤0.01%
+1,217
1396
$13K ﹤0.01%
+5,600
1397
$13K ﹤0.01%
134
+25
1398
$13K ﹤0.01%
789
-15
1399
$13K ﹤0.01%
744
-487
1400
$12K ﹤0.01%
392
+208
54 55
56
57 58