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
1426
$10K ﹤0.01%
68
-95
1427
$10K ﹤0.01%
244
+61
1428
$10K ﹤0.01%
29
-100
1429
$10K ﹤0.01%
130
+59
1430
$10K ﹤0.01%
+391
1431
$9K ﹤0.01%
290
-105
1432
$9K ﹤0.01%
57
-38
1433
$9K ﹤0.01%
135
+46
1434
$9K ﹤0.01%
400
1435
$9K ﹤0.01%
266
+221
1436
$9K ﹤0.01%
173
-64
1437
$9K ﹤0.01%
94
1438
$9K ﹤0.01%
91
1439
$9K ﹤0.01%
67
-39
1440
$9K ﹤0.01%
+253
1441
$9K ﹤0.01%
209
+157
1442
$9K ﹤0.01%
255
+30
1443
$9K ﹤0.01%
610
-1,086
1444
$9K ﹤0.01%
144
1445
$9K ﹤0.01%
88
1446
$9K ﹤0.01%
200
1447
$9K ﹤0.01%
135
+28
1448
$9K ﹤0.01%
346
+257
1449
$9K ﹤0.01%
42
1450
$9K ﹤0.01%
160
+50
56 57
58
59 60