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
1726
$2K ﹤0.01%
+99
1727
$2K ﹤0.01%
100
1728
$2K ﹤0.01%
29
1729
$2K ﹤0.01%
46
1730
$2K ﹤0.01%
26
1731
$2K ﹤0.01%
191
+26
1732
$2K ﹤0.01%
76
1733
$2K ﹤0.01%
+160
1734
$2K ﹤0.01%
11
1735
$2K ﹤0.01%
200
1736
$2K ﹤0.01%
125
+34
1737
$2K ﹤0.01%
139
+29
1738
$2K ﹤0.01%
105
-60
1739
$2K ﹤0.01%
+488
1740
$2K ﹤0.01%
+307
1741
$2K ﹤0.01%
28
1742
$2K ﹤0.01%
55
1743
$2K ﹤0.01%
73
1744
$2K ﹤0.01%
396
-79
1745
$2K ﹤0.01%
39
1746
$2K ﹤0.01%
39
1747
$2K ﹤0.01%
28
-12
1748
$2K ﹤0.01%
+50
1749
$2K ﹤0.01%
+15
1750
$2K ﹤0.01%
98
+38
68 69
70
71 72