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
1726
$3K ﹤0.01%
79
-3
1727
$3K ﹤0.01%
9
1728
$3K ﹤0.01%
68
-24
1729
$3K ﹤0.01%
195
1730
$3K ﹤0.01%
30
1731
$3K ﹤0.01%
183
1732
$3K ﹤0.01%
+100
1733
$3K ﹤0.01%
+116
1734
$3K ﹤0.01%
+39
1735
$3K ﹤0.01%
+278
1736
$3K ﹤0.01%
210
1737
$3K ﹤0.01%
370
-80
1738
$3K ﹤0.01%
100
1739
$3K ﹤0.01%
60
+35
1740
$3K ﹤0.01%
99
+20
1741
$3K ﹤0.01%
283
1742
$3K ﹤0.01%
34
1743
$3K ﹤0.01%
36
-14
1744
$3K ﹤0.01%
44
+32
1745
$3K ﹤0.01%
162
1746
$2K ﹤0.01%
85
1747
$2K ﹤0.01%
+28
1748
$2K ﹤0.01%
300
1749
$2K ﹤0.01%
48
1750
$2K ﹤0.01%
+81
68 69
70
71 72