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
1626
$4K ﹤0.01%
31
1627
$4K ﹤0.01%
173
+99
1628
$4K ﹤0.01%
200
1629
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1,360
+360
1630
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134
1631
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91
1632
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+75
1633
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+73
1634
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88
1635
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100
1636
$4K ﹤0.01%
+376
1637
$4K ﹤0.01%
50
1638
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89
1639
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71
+24
1640
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72
1641
$4K ﹤0.01%
173
-42
1642
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+250
1643
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64
1644
$4K ﹤0.01%
+188
1645
$4K ﹤0.01%
186
1646
$4K ﹤0.01%
+41
1647
$4K ﹤0.01%
21
1648
$4K ﹤0.01%
33
-7
1649
$4K ﹤0.01%
+36
1650
$4K ﹤0.01%
+84