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
1676
$3K ﹤0.01%
45
+1
1677
$3K ﹤0.01%
30
1678
$3K ﹤0.01%
+100
1679
$3K ﹤0.01%
488
+196
1680
$3K ﹤0.01%
+283
1681
$3K ﹤0.01%
900
1682
$3K ﹤0.01%
162
1683
$3K ﹤0.01%
160
1684
$3K ﹤0.01%
+175
1685
$3K ﹤0.01%
83
1686
$3K ﹤0.01%
103
1687
$3K ﹤0.01%
40
-220
1688
$3K ﹤0.01%
66
-62
1689
$3K ﹤0.01%
31
-22
1690
$3K ﹤0.01%
36
1691
$3K ﹤0.01%
261
1692
$3K ﹤0.01%
200
1693
$3K ﹤0.01%
46
1694
$3K ﹤0.01%
1,000
1695
$3K ﹤0.01%
1,108
-1,160
1696
$3K ﹤0.01%
86
1697
$3K ﹤0.01%
37
1698
$3K ﹤0.01%
277
-678
1699
$3K ﹤0.01%
81
1700
$3K ﹤0.01%
+60
66 67
68
69 70