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
1476
$7K ﹤0.01%
62
+28
1477
$7K ﹤0.01%
133
-114
1478
$7K ﹤0.01%
51
1479
$7K ﹤0.01%
99
1480
$7K ﹤0.01%
235
+1
1481
$6K ﹤0.01%
170
1482
$6K ﹤0.01%
207
+71
1483
$6K ﹤0.01%
178
1484
$6K ﹤0.01%
169
-43
1485
$6K ﹤0.01%
1,000
1486
$6K ﹤0.01%
142
+85
1487
$6K ﹤0.01%
68
+27
1488
$6K ﹤0.01%
160
1489
$6K ﹤0.01%
520
-290
1490
$6K ﹤0.01%
57
-10
1491
$6K ﹤0.01%
+439
1492
$6K ﹤0.01%
+284
1493
$6K ﹤0.01%
75
1494
$6K ﹤0.01%
135
+114
1495
$6K ﹤0.01%
278
+250
1496
$6K ﹤0.01%
400
+339
1497
$6K ﹤0.01%
303
+152
1498
$6K ﹤0.01%
94
+79
1499
$6K ﹤0.01%
178
+53
1500
$6K ﹤0.01%
129
58 59
60
61 62