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
126
$745K 0.06%
4,663
-1,321
127
$736K 0.06%
8,077
-2,298
128
$721K 0.06%
4,515
-47
129
$714K 0.06%
6,634
+480
130
$713K 0.06%
4,557
-1,004
131
$706K 0.06%
+4,800
132
$702K 0.06%
2,459
-16
133
$693K 0.06%
17,290
-2,564
134
$691K 0.06%
5,853
+169
135
$673K 0.06%
5,513
+1,716
136
$667K 0.06%
8,265
+1,201
137
$666K 0.06%
60,938
+763
138
$664K 0.06%
+6,000
139
$658K 0.06%
42,829
+5,384
140
$644K 0.05%
14,956
141
$641K 0.05%
13,775
+2,173
142
$630K 0.05%
5,379
+68
143
$630K 0.05%
37,942
144
$628K 0.05%
2,092
+535
145
$618K 0.05%
39,450
-2,502
146
$615K 0.05%
13,898
-828
147
$612K 0.05%
3,277
+31
148
$603K 0.05%
5,606
-3,117
149
$599K 0.05%
8,746
-137
150
$594K 0.05%
3,773
4 5
6
7 8