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
1401
$11K ﹤0.01%
1,980
+132
1402
$11K ﹤0.01%
582
-110
1403
$11K ﹤0.01%
+150
1404
$11K ﹤0.01%
120
1405
$11K ﹤0.01%
210
-9
1406
$11K ﹤0.01%
723
-38
1407
$11K ﹤0.01%
+854
1408
$10K ﹤0.01%
163
1409
$10K ﹤0.01%
401
+348
1410
$10K ﹤0.01%
859
1411
$10K ﹤0.01%
475
+35
1412
$10K ﹤0.01%
199
+141
1413
$10K ﹤0.01%
1,500
1414
$10K ﹤0.01%
+331
1415
$10K ﹤0.01%
89
+75
1416
$10K ﹤0.01%
214
-26
1417
$10K ﹤0.01%
118
+52
1418
$10K ﹤0.01%
445
1419
$10K ﹤0.01%
173
-840
1420
$10K ﹤0.01%
65
+40
1421
$10K ﹤0.01%
178
1422
$10K ﹤0.01%
194
+166
1423
$10K ﹤0.01%
154
+76
1424
$10K ﹤0.01%
293
-78
1425
$10K ﹤0.01%
2,116
55 56
57
58 59