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
$984M
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,079
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$20M
3
+$7.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.25M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.17M

Top Sells

1
+$46.8M
2
+$13M
3
+$7.35M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.96M
5
ABMD
Abiomed Inc
ABMD
+$1.24M

Sector Composition

1 Financials 6.43%
2 Technology 5.53%
3 Consumer Discretionary 5.3%
4 Consumer Staples 5.16%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$3K ﹤0.01%
14
+7
1652
$3K ﹤0.01%
49
1653
$3K ﹤0.01%
+94
1654
$3K ﹤0.01%
12
1655
$3K ﹤0.01%
35
1656
$3K ﹤0.01%
158
1657
$3K ﹤0.01%
+611
1658
$3K ﹤0.01%
61
-24
1659
$3K ﹤0.01%
34
1660
$3K ﹤0.01%
81
-115
1661
$3K ﹤0.01%
30
1662
$3K ﹤0.01%
95
-7
1663
$2K ﹤0.01%
46
-43
1664
$2K ﹤0.01%
36
1665
$2K ﹤0.01%
15
1666
$2K ﹤0.01%
80
1667
$2K ﹤0.01%
55
1668
$2K ﹤0.01%
71
1669
$2K ﹤0.01%
775
1670
$2K ﹤0.01%
31
1671
$2K ﹤0.01%
38
1672
$2K ﹤0.01%
23
1673
$2K ﹤0.01%
35
1674
$2K ﹤0.01%
71
1675
$2K ﹤0.01%
37
65 66
67
68 69