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
1551
$6K ﹤0.01%
180
+1
1552
$6K ﹤0.01%
+307
1553
$6K ﹤0.01%
52
-11
1554
$6K ﹤0.01%
233
-6
1555
$6K ﹤0.01%
120
1556
$6K ﹤0.01%
95
+83
1557
$6K ﹤0.01%
151
-44
1558
$6K ﹤0.01%
370
1559
$6K ﹤0.01%
125
1560
$6K ﹤0.01%
1,348
+913
1561
$6K ﹤0.01%
1,015
+265
1562
$6K ﹤0.01%
+986
1563
$6K ﹤0.01%
3
+2
1564
$6K ﹤0.01%
+160
1565
$5K ﹤0.01%
220
-57
1566
$5K ﹤0.01%
392
+132
1567
$5K ﹤0.01%
108
1568
$5K ﹤0.01%
1,600
1569
$5K ﹤0.01%
192
1570
$5K ﹤0.01%
354
-31
1571
$5K ﹤0.01%
35
1572
$5K ﹤0.01%
95
1573
$5K ﹤0.01%
212
-1,216
1574
$5K ﹤0.01%
208
1575
$5K ﹤0.01%
210
+78
61 62
63
64 65