S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$93.8M
2
+$27.8M
3
+$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1
+$56.2M
2
+$20.8M
3
+$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
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%
57
-38
1432
$9K ﹤0.01%
135
+46
1433
$9K ﹤0.01%
400
1434
$9K ﹤0.01%
266
+221
1435
$9K ﹤0.01%
173
-64
1436
$9K ﹤0.01%
94
1437
$9K ﹤0.01%
91
1438
$9K ﹤0.01%
67
-39
1439
$9K ﹤0.01%
+253
1440
$9K ﹤0.01%
209
+157
1441
$9K ﹤0.01%
255
+30
1442
$9K ﹤0.01%
610
-1,086
1443
$9K ﹤0.01%
144
1444
$9K ﹤0.01%
88
1445
$9K ﹤0.01%
171
-154
1446
$9K ﹤0.01%
94
1447
$9K ﹤0.01%
210
-78
1448
$9K ﹤0.01%
15
-1
1449
$9K ﹤0.01%
72
-35
1450
$9K ﹤0.01%
155
+43
56 57
58
59 60