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
1726
$3K ﹤0.01%
195
1727
$3K ﹤0.01%
30
1728
$3K ﹤0.01%
183
1729
$3K ﹤0.01%
+100
1730
$3K ﹤0.01%
+116
1731
$3K ﹤0.01%
+39
1732
$3K ﹤0.01%
+278
1733
$3K ﹤0.01%
210
1734
$3K ﹤0.01%
370
-80
1735
$3K ﹤0.01%
100
1736
$3K ﹤0.01%
60
+35
1737
$3K ﹤0.01%
99
+20
1738
$3K ﹤0.01%
283
1739
$3K ﹤0.01%
34
1740
$3K ﹤0.01%
36
-14
1741
$3K ﹤0.01%
44
+32
1742
$3K ﹤0.01%
100
1743
$3K ﹤0.01%
51
1744
$3K ﹤0.01%
96
1745
$3K ﹤0.01%
362
1746
$2K ﹤0.01%
+9
1747
$2K ﹤0.01%
85
1748
$2K ﹤0.01%
+28
1749
$2K ﹤0.01%
300
1750
$2K ﹤0.01%
48
68 69
70
71 72