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
1551
$5K ﹤0.01%
88
-101
1552
$5K ﹤0.01%
117
1553
$5K ﹤0.01%
30
1554
$5K ﹤0.01%
2,020
+400
1555
$5K ﹤0.01%
177
+20
1556
$5K ﹤0.01%
750
1557
$5K ﹤0.01%
420
-767
1558
$5K ﹤0.01%
170
-213
1559
$5K ﹤0.01%
298
1560
$4K ﹤0.01%
+359
1561
$4K ﹤0.01%
20
1562
$4K ﹤0.01%
42
-70
1563
$4K ﹤0.01%
95
-339
1564
$4K ﹤0.01%
160
1565
$4K ﹤0.01%
61
-65
1566
$4K ﹤0.01%
115
1567
$4K ﹤0.01%
81
+22
1568
$4K ﹤0.01%
38
-21
1569
$4K ﹤0.01%
135
1570
$4K ﹤0.01%
178
-682
1571
$4K ﹤0.01%
+135
1572
$4K ﹤0.01%
81
1573
$4K ﹤0.01%
28
1574
$4K ﹤0.01%
200
1575
$4K ﹤0.01%
51
61 62
63
64 65