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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$5K ﹤0.01%
68
1702
$5K ﹤0.01%
160
+40
1703
$5K ﹤0.01%
128
1704
$5K ﹤0.01%
51
1705
$5K ﹤0.01%
+489
1706
$5K ﹤0.01%
+634
1707
$5K ﹤0.01%
+110
1708
$5K ﹤0.01%
57
+38
1709
$4K ﹤0.01%
1,562
+1,059
1710
$4K ﹤0.01%
+673
1711
$4K ﹤0.01%
349
+221
1712
$4K ﹤0.01%
161
1713
$4K ﹤0.01%
66
-3
1714
$4K ﹤0.01%
1,041
+762
1715
$4K ﹤0.01%
+32
1716
$4K ﹤0.01%
410
-314
1717
$4K ﹤0.01%
+500
1718
$4K ﹤0.01%
+66
1719
$4K ﹤0.01%
51
+29
1720
$4K ﹤0.01%
69
+42
1721
$4K ﹤0.01%
1,600
1722
$4K ﹤0.01%
+71
1723
$4K ﹤0.01%
82
+40
1724
$4K ﹤0.01%
+330
1725
$4K ﹤0.01%
226
+121
67 68
69
70 71