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
1601
$5K ﹤0.01%
600
1602
$5K ﹤0.01%
100
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%
243
1608
$5K ﹤0.01%
38
1609
$4K ﹤0.01%
88
1610
$4K ﹤0.01%
100
1611
$4K ﹤0.01%
+376
1612
$4K ﹤0.01%
50
1613
$4K ﹤0.01%
89
1614
$4K ﹤0.01%
71
+24
1615
$4K ﹤0.01%
186
1616
$4K ﹤0.01%
+41
1617
$4K ﹤0.01%
72
1618
$4K ﹤0.01%
21
1619
$4K ﹤0.01%
377
1620
$4K ﹤0.01%
100
1621
$4K ﹤0.01%
64
1622
$4K ﹤0.01%
+188
1623
$4K ﹤0.01%
115
1624
$4K ﹤0.01%
100
-35
1625
$4K ﹤0.01%
+132