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
1526
$7K ﹤0.01%
80
1527
$7K ﹤0.01%
435
1528
$7K ﹤0.01%
+25
1529
$6K ﹤0.01%
199
-1
1530
$6K ﹤0.01%
935
1531
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196
-8
1532
$6K ﹤0.01%
190
1533
$6K ﹤0.01%
+80
1534
$6K ﹤0.01%
968
1535
$6K ﹤0.01%
300
1536
$6K ﹤0.01%
49
1537
$6K ﹤0.01%
620
+85
1538
$6K ﹤0.01%
+136
1539
$6K ﹤0.01%
+156
1540
$6K ﹤0.01%
+176
1541
$6K ﹤0.01%
+89
1542
$6K ﹤0.01%
84
-7
1543
$6K ﹤0.01%
105
-34
1544
$6K ﹤0.01%
100
1545
$6K ﹤0.01%
213
-145
1546
$6K ﹤0.01%
54
+12
1547
$6K ﹤0.01%
162
-216
1548
$6K ﹤0.01%
205
-90
1549
$6K ﹤0.01%
+220
1550
$6K ﹤0.01%
74
+11
60 61
62
63 64