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
1476
$8K ﹤0.01%
150
1477
$8K ﹤0.01%
314
+200
1478
$8K ﹤0.01%
474
+260
1479
$8K ﹤0.01%
46
+22
1480
$8K ﹤0.01%
146
1481
$8K ﹤0.01%
211
-44
1482
$8K ﹤0.01%
+52
1483
$8K ﹤0.01%
673
-283
1484
$8K ﹤0.01%
111
1485
$8K ﹤0.01%
92
-5
1486
$8K ﹤0.01%
209
-46
1487
$8K ﹤0.01%
535
1488
$8K ﹤0.01%
431
+9
1489
$8K ﹤0.01%
+2,000
1490
$8K ﹤0.01%
91
1491
$8K ﹤0.01%
+500
1492
$8K ﹤0.01%
498
1493
$8K ﹤0.01%
361
-295
1494
$8K ﹤0.01%
77
1495
$8K ﹤0.01%
152
-76
1496
$8K ﹤0.01%
284
-21
1497
$8K ﹤0.01%
+164
1498
$7K ﹤0.01%
1,000
1499
$7K ﹤0.01%
+58
1500
$7K ﹤0.01%
292
+163
58 59
60
61 62