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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$7K ﹤0.01%
215
1452
$7K ﹤0.01%
153
-95
1453
$7K ﹤0.01%
379
+141
1454
$7K ﹤0.01%
212
+84
1455
$7K ﹤0.01%
398
-93
1456
$7K ﹤0.01%
973
1457
$7K ﹤0.01%
56
+13
1458
$7K ﹤0.01%
421
+99
1459
$7K ﹤0.01%
201
+32
1460
$7K ﹤0.01%
80
-44
1461
$7K ﹤0.01%
103
-411
1462
$7K ﹤0.01%
+132
1463
$7K ﹤0.01%
57
1464
$7K ﹤0.01%
42
-12
1465
$7K ﹤0.01%
185
1466
$7K ﹤0.01%
68
-33
1467
$7K ﹤0.01%
+100
1468
$7K ﹤0.01%
242
-67
1469
$7K ﹤0.01%
190
+30
1470
$7K ﹤0.01%
177
-5
1471
$7K ﹤0.01%
77
1472
$7K ﹤0.01%
167
+4
1473
$7K ﹤0.01%
271
+39
1474
$7K ﹤0.01%
179
-757
1475
$7K ﹤0.01%
454
+81
57 58
59
60 61