S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$93.8M
2
+$27.8M
3
+$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1
+$56.2M
2
+$20.8M
3
+$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
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%
162
-216
1552
$6K ﹤0.01%
205
-90
1553
$6K ﹤0.01%
+220
1554
$6K ﹤0.01%
74
+11
1555
$6K ﹤0.01%
180
+1
1556
$6K ﹤0.01%
+307
1557
$6K ﹤0.01%
52
-11
1558
$6K ﹤0.01%
233
-6
1559
$6K ﹤0.01%
120
1560
$6K ﹤0.01%
95
+83
1561
$6K ﹤0.01%
151
-44
1562
$6K ﹤0.01%
370
1563
$6K ﹤0.01%
125
1564
$6K ﹤0.01%
+160
1565
$5K ﹤0.01%
100
1566
$5K ﹤0.01%
213
+181
1567
$5K ﹤0.01%
220
-57
1568
$5K ﹤0.01%
392
+132
1569
$5K ﹤0.01%
108
1570
$5K ﹤0.01%
1,600
1571
$5K ﹤0.01%
192
1572
$5K ﹤0.01%
354
-31
1573
$5K ﹤0.01%
35
1574
$5K ﹤0.01%
95
1575
$5K ﹤0.01%
212
-1,216
61 62
63
64 65