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
1701
$2K ﹤0.01%
110
1702
$2K ﹤0.01%
+300
1703
$2K ﹤0.01%
59
1704
$2K ﹤0.01%
88
1705
$2K ﹤0.01%
83
1706
$2K ﹤0.01%
83
-15,000
1707
$2K ﹤0.01%
12
-100
1708
$2K ﹤0.01%
45
1709
$2K ﹤0.01%
100
1710
$2K ﹤0.01%
108
+23
1711
$2K ﹤0.01%
44
1712
$2K ﹤0.01%
60
+4
1713
$2K ﹤0.01%
58
+4
1714
$2K ﹤0.01%
210
1715
$2K ﹤0.01%
+21
1716
$2K ﹤0.01%
164
1717
$2K ﹤0.01%
64
+15
1718
$2K ﹤0.01%
10
1719
$2K ﹤0.01%
48
1720
$2K ﹤0.01%
19
-37
1721
$2K ﹤0.01%
9
1722
$2K ﹤0.01%
110
-17
1723
$2K ﹤0.01%
140
1724
$2K ﹤0.01%
86
1725
$2K ﹤0.01%
+9
67 68
69
70 71