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
1576
$5K ﹤0.01%
208
1577
$5K ﹤0.01%
210
+78
1578
$5K ﹤0.01%
234
-2
1579
$5K ﹤0.01%
191
+141
1580
$5K ﹤0.01%
+176
1581
$5K ﹤0.01%
31
1582
$5K ﹤0.01%
195
1583
$5K ﹤0.01%
181
1584
$5K ﹤0.01%
62
1585
$5K ﹤0.01%
73
1586
$5K ﹤0.01%
400
1587
$5K ﹤0.01%
108
1588
$5K ﹤0.01%
193
1589
$5K ﹤0.01%
134
+14
1590
$5K ﹤0.01%
195
+20
1591
$5K ﹤0.01%
+169
1592
$5K ﹤0.01%
96
1593
$5K ﹤0.01%
259
-213
1594
$5K ﹤0.01%
99
-27
1595
$5K ﹤0.01%
115
-35
1596
$5K ﹤0.01%
135
+2
1597
$5K ﹤0.01%
651
1598
$5K ﹤0.01%
85
-216
1599
$5K ﹤0.01%
200
-11,800
1600
$5K ﹤0.01%
152
-2
62 63
64
65 66