S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$10K ﹤0.01%
143
+129
1477
$10K ﹤0.01%
160
+89
1478
$10K ﹤0.01%
+205
1479
$10K ﹤0.01%
767
+65
1480
$10K ﹤0.01%
213
1481
$10K ﹤0.01%
59
+50
1482
$10K ﹤0.01%
104
+29
1483
$10K ﹤0.01%
285
1484
$10K ﹤0.01%
2,000
1485
$10K ﹤0.01%
99
+25
1486
$10K ﹤0.01%
1,482
+709
1487
$10K ﹤0.01%
620
+531
1488
$10K ﹤0.01%
+337
1489
$10K ﹤0.01%
159
+138
1490
$10K ﹤0.01%
837
1491
$10K ﹤0.01%
129
+96
1492
$10K ﹤0.01%
990
+549
1493
$10K ﹤0.01%
1,334
+1,084
1494
$10K ﹤0.01%
168
-17
1495
$10K ﹤0.01%
591
+147
1496
$10K ﹤0.01%
432
-399
1497
$10K ﹤0.01%
660
-212
1498
$9K ﹤0.01%
5,442
+62
1499
$9K ﹤0.01%
691
+391
1500
$9K ﹤0.01%
+165
58 59
60
61 62