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
1626
$4K ﹤0.01%
193
+135
1627
$4K ﹤0.01%
200
1628
$4K ﹤0.01%
51
1629
$4K ﹤0.01%
+250
1630
$4K ﹤0.01%
300
1631
$4K ﹤0.01%
31
1632
$4K ﹤0.01%
173
+99
1633
$4K ﹤0.01%
200
1634
$4K ﹤0.01%
1,360
+360
1635
$4K ﹤0.01%
134
1636
$4K ﹤0.01%
91
1637
$4K ﹤0.01%
+75
1638
$4K ﹤0.01%
+73
1639
$4K ﹤0.01%
88
1640
$4K ﹤0.01%
100
1641
$4K ﹤0.01%
+376
1642
$4K ﹤0.01%
50
1643
$4K ﹤0.01%
89
1644
$4K ﹤0.01%
71
+24
1645
$4K ﹤0.01%
186
1646
$4K ﹤0.01%
+41
1647
$4K ﹤0.01%
72
1648
$4K ﹤0.01%
21
1649
$4K ﹤0.01%
33
-7
1650
$4K ﹤0.01%
+36
64 65
66
67 68