S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$93.8M
2 +$27.8M
3 +$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1 +$56.2M
2 +$20.8M
3 +$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$7K ﹤0.01%
292
+163
1502
$7K ﹤0.01%
+118
1503
$7K ﹤0.01%
435
1504
$7K ﹤0.01%
+25
1505
$7K ﹤0.01%
1,000
1506
$7K ﹤0.01%
+58
1507
$7K ﹤0.01%
129
-40
1508
$7K ﹤0.01%
82
+51
1509
$7K ﹤0.01%
+86
1510
$7K ﹤0.01%
63
1511
$7K ﹤0.01%
31
1512
$7K ﹤0.01%
174
+153
1513
$7K ﹤0.01%
+107
1514
$7K ﹤0.01%
206
1515
$7K ﹤0.01%
132
1516
$7K ﹤0.01%
88
1517
$7K ﹤0.01%
211
1518
$7K ﹤0.01%
83
1519
$7K ﹤0.01%
185
1520
$7K ﹤0.01%
100
1521
$7K ﹤0.01%
785
-1,538
1522
$7K ﹤0.01%
+102
1523
$7K ﹤0.01%
1,658
+464
1524
$7K ﹤0.01%
173
1525
$7K ﹤0.01%
+350