S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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%
46
1702
$3K ﹤0.01%
1,000
1703
$3K ﹤0.01%
1,108
-1,160
1704
$3K ﹤0.01%
86
1705
$3K ﹤0.01%
37
1706
$3K ﹤0.01%
277
-678
1707
$3K ﹤0.01%
81
1708
$3K ﹤0.01%
+60
1709
$3K ﹤0.01%
201
1710
$3K ﹤0.01%
120
1711
$3K ﹤0.01%
55
1712
$3K ﹤0.01%
31
1713
$3K ﹤0.01%
82
1714
$3K ﹤0.01%
203
-10
1715
$3K ﹤0.01%
77
-5
1716
$3K ﹤0.01%
342
-452
1717
$3K ﹤0.01%
84
+69
1718
$3K ﹤0.01%
48
-92
1719
$3K ﹤0.01%
142
-50
1720
$3K ﹤0.01%
28
-3,044
1721
$3K ﹤0.01%
136
-7
1722
$3K ﹤0.01%
170
1723
$3K ﹤0.01%
94
-137
1724
$3K ﹤0.01%
210
1725
$3K ﹤0.01%
+141
67 68
69
70 71