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
1626
$4K ﹤0.01%
89
-27
1627
$4K ﹤0.01%
146
-7
1628
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121
1629
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251
1630
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200
1631
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176
-61
1632
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36
1633
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61
1634
$4K ﹤0.01%
159
-2
1635
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194
-400
1636
$4K ﹤0.01%
+74
1637
$4K ﹤0.01%
193
+135
1638
$4K ﹤0.01%
200
1639
$4K ﹤0.01%
51
1640
$4K ﹤0.01%
300
1641
$4K ﹤0.01%
31
1642
$4K ﹤0.01%
173
+99
1643
$4K ﹤0.01%
200
1644
$4K ﹤0.01%
1,360
+360
1645
$4K ﹤0.01%
134
1646
$4K ﹤0.01%
91
1647
$4K ﹤0.01%
+75
1648
$4K ﹤0.01%
+73
1649
$4K ﹤0.01%
33
-7
1650
$4K ﹤0.01%
+36
64 65
66
67 68