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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$8K ﹤0.01%
142
-118
1552
$8K ﹤0.01%
316
1553
$8K ﹤0.01%
374
+8
1554
$8K ﹤0.01%
7,275
+4,047
1555
$8K ﹤0.01%
3,406
+1,607
1556
$8K ﹤0.01%
+403
1557
$8K ﹤0.01%
339
+169
1558
$8K ﹤0.01%
55
+18
1559
$8K ﹤0.01%
541
-2,169
1560
$8K ﹤0.01%
162
-30
1561
$8K ﹤0.01%
5,094
+4,468
1562
$8K ﹤0.01%
+300
1563
$8K ﹤0.01%
70
1564
$7K ﹤0.01%
206
-47
1565
$7K ﹤0.01%
500
1566
$7K ﹤0.01%
487
+389
1567
$7K ﹤0.01%
+10
1568
$7K ﹤0.01%
150
-2
1569
$7K ﹤0.01%
37
+7
1570
$7K ﹤0.01%
103
+65
1571
$7K ﹤0.01%
801
+172
1572
$7K ﹤0.01%
+83
1573
$7K ﹤0.01%
+287
1574
$7K ﹤0.01%
400
-569
1575
$7K ﹤0.01%
387
+317
61 62
63
64 65