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
1451
$9K ﹤0.01%
510
1452
$9K ﹤0.01%
324
1453
$9K ﹤0.01%
163
-12
1454
$9K ﹤0.01%
60
+49
1455
$9K ﹤0.01%
100
1456
$9K ﹤0.01%
171
-154
1457
$9K ﹤0.01%
94
1458
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210
-78
1459
$9K ﹤0.01%
15
-1
1460
$9K ﹤0.01%
72
-35
1461
$9K ﹤0.01%
155
+43
1462
$9K ﹤0.01%
309
-38
1463
$9K ﹤0.01%
169
-33
1464
$9K ﹤0.01%
186
-17
1465
$9K ﹤0.01%
68
-1
1466
$9K ﹤0.01%
550
1467
$8K ﹤0.01%
7
-1
1468
$8K ﹤0.01%
95
+65
1469
$8K ﹤0.01%
282
+122
1470
$8K ﹤0.01%
507
+174
1471
$8K ﹤0.01%
75
1472
$8K ﹤0.01%
973
1473
$8K ﹤0.01%
+262
1474
$8K ﹤0.01%
236
+1
1475
$8K ﹤0.01%
207
+169
57 58
59
60 61