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
1676
$3K ﹤0.01%
103
1677
$3K ﹤0.01%
40
-220
1678
$3K ﹤0.01%
66
-62
1679
$3K ﹤0.01%
31
-22
1680
$3K ﹤0.01%
36
1681
$3K ﹤0.01%
261
1682
$3K ﹤0.01%
200
1683
$3K ﹤0.01%
46
1684
$3K ﹤0.01%
1,000
1685
$3K ﹤0.01%
1,108
-1,160
1686
$3K ﹤0.01%
342
-452
1687
$3K ﹤0.01%
84
+69
1688
$3K ﹤0.01%
48
-92
1689
$3K ﹤0.01%
28
-3,044
1690
$3K ﹤0.01%
136
-7
1691
$3K ﹤0.01%
167
+52
1692
$3K ﹤0.01%
36
1693
$3K ﹤0.01%
58
1694
$3K ﹤0.01%
282
1695
$3K ﹤0.01%
45
1696
$3K ﹤0.01%
170
1697
$3K ﹤0.01%
94
-137
1698
$3K ﹤0.01%
210
1699
$3K ﹤0.01%
+141
1700
$3K ﹤0.01%
79
-3
66 67
68
69 70