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
1601
$5K ﹤0.01%
100
1602
$5K ﹤0.01%
213
+181
1603
$5K ﹤0.01%
100
1604
$5K ﹤0.01%
427
1605
$5K ﹤0.01%
223
-224
1606
$5K ﹤0.01%
156
+21
1607
$5K ﹤0.01%
38
1608
$5K ﹤0.01%
243
1609
$4K ﹤0.01%
100
-35
1610
$4K ﹤0.01%
+132
1611
$4K ﹤0.01%
100
1612
$4K ﹤0.01%
64
1613
$4K ﹤0.01%
+188
1614
$4K ﹤0.01%
115
1615
$4K ﹤0.01%
89
-27
1616
$4K ﹤0.01%
146
-7
1617
$4K ﹤0.01%
121
1618
$4K ﹤0.01%
251
1619
$4K ﹤0.01%
200
1620
$4K ﹤0.01%
176
-61
1621
$4K ﹤0.01%
36
1622
$4K ﹤0.01%
61
1623
$4K ﹤0.01%
159
-2
1624
$4K ﹤0.01%
194
-400
1625
$4K ﹤0.01%
+74
63 64
65
66 67