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
1651
$4K ﹤0.01%
117
1652
$4K ﹤0.01%
128
1653
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103
1654
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251
1655
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200
1656
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+80
1657
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377
1658
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329
1659
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39
+23
1660
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190
1661
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202
-97
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$4K ﹤0.01%
564
1663
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38
1664
$4K ﹤0.01%
271
+4
1665
$4K ﹤0.01%
+500
1666
$4K ﹤0.01%
83
1667
$4K ﹤0.01%
238
+14
1668
$3K ﹤0.01%
102
1669
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30
1670
$3K ﹤0.01%
+100
1671
$3K ﹤0.01%
488
+196
1672
$3K ﹤0.01%
+283
1673
$3K ﹤0.01%
900
1674
$3K ﹤0.01%
160
1675
$3K ﹤0.01%
+175