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
1576
$5K ﹤0.01%
234
-2
1577
$5K ﹤0.01%
191
+141
1578
$5K ﹤0.01%
+176
1579
$5K ﹤0.01%
31
1580
$5K ﹤0.01%
195
1581
$5K ﹤0.01%
181
1582
$5K ﹤0.01%
62
1583
$5K ﹤0.01%
73
1584
$5K ﹤0.01%
400
1585
$5K ﹤0.01%
108
1586
$5K ﹤0.01%
193
1587
$5K ﹤0.01%
134
+14
1588
$5K ﹤0.01%
195
+20
1589
$5K ﹤0.01%
+169
1590
$5K ﹤0.01%
96
1591
$5K ﹤0.01%
259
-213
1592
$5K ﹤0.01%
100
1593
$5K ﹤0.01%
99
-27
1594
$5K ﹤0.01%
115
-35
1595
$5K ﹤0.01%
135
+2
1596
$5K ﹤0.01%
651
1597
$5K ﹤0.01%
85
-216
1598
$5K ﹤0.01%
200
-11,800
1599
$5K ﹤0.01%
152
-2
1600
$5K ﹤0.01%
600
62 63
64
65 66