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
1701
$3K ﹤0.01%
9
1702
$3K ﹤0.01%
100
1703
$3K ﹤0.01%
60
+35
1704
$3K ﹤0.01%
99
+20
1705
$3K ﹤0.01%
283
1706
$3K ﹤0.01%
34
1707
$3K ﹤0.01%
36
-14
1708
$3K ﹤0.01%
44
+32
1709
$3K ﹤0.01%
100
1710
$3K ﹤0.01%
51
1711
$3K ﹤0.01%
96
1712
$3K ﹤0.01%
362
1713
$3K ﹤0.01%
142
-50
1714
$3K ﹤0.01%
162
1715
$3K ﹤0.01%
104
1716
$3K ﹤0.01%
94
-4
1717
$3K ﹤0.01%
+25
1718
$3K ﹤0.01%
+89
1719
$3K ﹤0.01%
+36
1720
$3K ﹤0.01%
45
+1
1721
$3K ﹤0.01%
41
1722
$3K ﹤0.01%
131
1723
$3K ﹤0.01%
83
1724
$3K ﹤0.01%
86
1725
$3K ﹤0.01%
37
67 68
69
70 71