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
1526
$5K ﹤0.01%
100
1527
$5K ﹤0.01%
192
1528
$5K ﹤0.01%
234
-390
1529
$5K ﹤0.01%
95
1530
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61
1531
$5K ﹤0.01%
54
-2
1532
$5K ﹤0.01%
+245
1533
$5K ﹤0.01%
1,391
1534
$5K ﹤0.01%
238
+78
1535
$5K ﹤0.01%
175
1536
$5K ﹤0.01%
45
1537
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228
-190
1538
$5K ﹤0.01%
47
1539
$5K ﹤0.01%
33
-2
1540
$5K ﹤0.01%
+83
1541
$5K ﹤0.01%
62
1542
$5K ﹤0.01%
40
1543
$5K ﹤0.01%
200
1544
$5K ﹤0.01%
200
1545
$5K ﹤0.01%
+193
1546
$5K ﹤0.01%
274
-149
1547
$5K ﹤0.01%
64
+16
1548
$5K ﹤0.01%
124
1549
$5K ﹤0.01%
44
-6
1550
$5K ﹤0.01%
171
60 61
62
63 64