S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1601
$5K ﹤0.01%
1,600
1602
$5K ﹤0.01%
115
-35
1603
$5K ﹤0.01%
135
+2
1604
$5K ﹤0.01%
651
1605
$5K ﹤0.01%
85
-216
1606
$5K ﹤0.01%
200
-11,800
1607
$5K ﹤0.01%
152
-2
1608
$5K ﹤0.01%
600
1609
$4K ﹤0.01%
100
-35
1610
$4K ﹤0.01%
+132
1611
$4K ﹤0.01%
100
1612
$4K ﹤0.01%
115
1613
$4K ﹤0.01%
89
-27
1614
$4K ﹤0.01%
146
-7
1615
$4K ﹤0.01%
121
1616
$4K ﹤0.01%
176
-61
1617
$4K ﹤0.01%
36
1618
$4K ﹤0.01%
61
1619
$4K ﹤0.01%
159
-2
1620
$4K ﹤0.01%
194
-400
1621
$4K ﹤0.01%
+74
1622
$4K ﹤0.01%
193
+135
1623
$4K ﹤0.01%
200
1624
$4K ﹤0.01%
51
1625
$4K ﹤0.01%
300
63 64
65
66 67