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
1576
$7K ﹤0.01%
277
1577
$7K ﹤0.01%
104
1578
$7K ﹤0.01%
110
+28
1579
$7K ﹤0.01%
93
+57
1580
$7K ﹤0.01%
293
-141
1581
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204
-186
1582
$7K ﹤0.01%
150
1583
$7K ﹤0.01%
161
1584
$7K ﹤0.01%
221
-7
1585
$7K ﹤0.01%
500
-49
1586
$7K ﹤0.01%
130
1587
$7K ﹤0.01%
441
+337
1588
$7K ﹤0.01%
167
+159
1589
$7K ﹤0.01%
59
+41
1590
$7K ﹤0.01%
317
+168
1591
$7K ﹤0.01%
300
1592
$7K ﹤0.01%
+425
1593
$7K ﹤0.01%
315
-54
1594
$7K ﹤0.01%
35
+14
1595
$7K ﹤0.01%
+275
1596
$7K ﹤0.01%
114
-568
1597
$7K ﹤0.01%
302
+194
1598
$7K ﹤0.01%
1,334
+459
1599
$7K ﹤0.01%
1,289
1600
$7K ﹤0.01%
697
+502
62 63
64
65 66