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
1676
$2K ﹤0.01%
132
+2
1677
$2K ﹤0.01%
130
1678
$2K ﹤0.01%
32
1679
$2K ﹤0.01%
+5
1680
$2K ﹤0.01%
66
1681
$2K ﹤0.01%
64
+50
1682
$2K ﹤0.01%
94
-445
1683
$2K ﹤0.01%
92
+2
1684
$2K ﹤0.01%
65
+4
1685
$2K ﹤0.01%
41
-30
1686
$2K ﹤0.01%
90
-8
1687
$2K ﹤0.01%
70
1688
$2K ﹤0.01%
153
1689
$2K ﹤0.01%
72
1690
$2K ﹤0.01%
+13
1691
$2K ﹤0.01%
49
-26
1692
$2K ﹤0.01%
50
1693
$2K ﹤0.01%
87
1694
$2K ﹤0.01%
135
1695
$2K ﹤0.01%
+6
1696
$2K ﹤0.01%
+350
1697
$2K ﹤0.01%
116
-21
1698
$2K ﹤0.01%
62
-39
1699
$2K ﹤0.01%
97
-57
1700
$2K ﹤0.01%
+25
66 67
68
69 70