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
1651
$4K ﹤0.01%
+84
1652
$4K ﹤0.01%
117
1653
$4K ﹤0.01%
128
1654
$4K ﹤0.01%
103
1655
$4K ﹤0.01%
238
+14
1656
$4K ﹤0.01%
173
-42
1657
$4K ﹤0.01%
+80
1658
$4K ﹤0.01%
377
1659
$4K ﹤0.01%
329
1660
$4K ﹤0.01%
39
+23
1661
$4K ﹤0.01%
190
1662
$4K ﹤0.01%
202
-97
1663
$4K ﹤0.01%
564
1664
$4K ﹤0.01%
38
1665
$4K ﹤0.01%
271
+4
1666
$4K ﹤0.01%
+500
1667
$4K ﹤0.01%
83
1668
$3K ﹤0.01%
41
1669
$3K ﹤0.01%
131
1670
$3K ﹤0.01%
102
1671
$3K ﹤0.01%
104
1672
$3K ﹤0.01%
94
-4
1673
$3K ﹤0.01%
+25
1674
$3K ﹤0.01%
+89
1675
$3K ﹤0.01%
+36
65 66
67
68 69