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
1701
$3K ﹤0.01%
201
1702
$3K ﹤0.01%
120
1703
$3K ﹤0.01%
55
1704
$3K ﹤0.01%
31
1705
$3K ﹤0.01%
82
1706
$3K ﹤0.01%
203
-10
1707
$3K ﹤0.01%
77
-5
1708
$3K ﹤0.01%
342
-452
1709
$3K ﹤0.01%
84
+69
1710
$3K ﹤0.01%
48
-92
1711
$3K ﹤0.01%
142
-50
1712
$3K ﹤0.01%
28
-3,044
1713
$3K ﹤0.01%
136
-7
1714
$3K ﹤0.01%
167
+52
1715
$3K ﹤0.01%
36
1716
$3K ﹤0.01%
58
1717
$3K ﹤0.01%
282
1718
$3K ﹤0.01%
45
1719
$3K ﹤0.01%
170
1720
$3K ﹤0.01%
94
-137
1721
$3K ﹤0.01%
210
1722
$3K ﹤0.01%
+141
1723
$3K ﹤0.01%
79
-3
1724
$3K ﹤0.01%
9
1725
$3K ﹤0.01%
68
-24
67 68
69
70 71