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
1751
$2K ﹤0.01%
216
1752
$1K ﹤0.01%
46
-650
1753
$1K ﹤0.01%
66
1754
$1K ﹤0.01%
315
1755
$1K ﹤0.01%
+11
1756
$1K ﹤0.01%
19
1757
$1K ﹤0.01%
153
1758
$1K ﹤0.01%
14
1759
$1K ﹤0.01%
6
1760
$1K ﹤0.01%
27
1761
$1K ﹤0.01%
+256
1762
$1K ﹤0.01%
11
1763
$1K ﹤0.01%
22
-15
1764
$1K ﹤0.01%
10
1765
$1K ﹤0.01%
30
1766
$1K ﹤0.01%
+11
1767
$1K ﹤0.01%
96
-61
1768
$1K ﹤0.01%
18
-34
1769
$1K ﹤0.01%
+29
1770
$1K ﹤0.01%
35
1771
$1K ﹤0.01%
61
1772
$1K ﹤0.01%
30
1773
$1K ﹤0.01%
15
1774
$1K ﹤0.01%
+18
1775
$1K ﹤0.01%
21
69 70
71
72 73