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
1501
$7K ﹤0.01%
129
-40
1502
$7K ﹤0.01%
82
+51
1503
$7K ﹤0.01%
+192
1504
$7K ﹤0.01%
+86
1505
$7K ﹤0.01%
100
1506
$7K ﹤0.01%
63
1507
$7K ﹤0.01%
214
1508
$7K ﹤0.01%
174
+153
1509
$7K ﹤0.01%
+107
1510
$7K ﹤0.01%
206
1511
$7K ﹤0.01%
132
1512
$7K ﹤0.01%
88
1513
$7K ﹤0.01%
211
1514
$7K ﹤0.01%
83
1515
$7K ﹤0.01%
185
1516
$7K ﹤0.01%
100
1517
$7K ﹤0.01%
785
-1,538
1518
$7K ﹤0.01%
+102
1519
$7K ﹤0.01%
1,658
+464
1520
$7K ﹤0.01%
173
1521
$7K ﹤0.01%
+350
1522
$7K ﹤0.01%
703
-228
1523
$7K ﹤0.01%
282
+91
1524
$7K ﹤0.01%
500
1525
$7K ﹤0.01%
+118
59 60
61
62 63