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
1751
$2K ﹤0.01%
50
1752
$2K ﹤0.01%
19
1753
$2K ﹤0.01%
55
1754
$2K ﹤0.01%
71
1755
$2K ﹤0.01%
+7
1756
$2K ﹤0.01%
65
1757
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58
-203
1758
$2K ﹤0.01%
90
+30
1759
$2K ﹤0.01%
24
-20
1760
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45
-2
1761
$2K ﹤0.01%
26
-1
1762
$2K ﹤0.01%
100
1763
$2K ﹤0.01%
35
1764
$2K ﹤0.01%
39
-1,207
1765
$2K ﹤0.01%
130
1766
$2K ﹤0.01%
32
1767
$2K ﹤0.01%
+6
1768
$2K ﹤0.01%
66
1769
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30
1770
$2K ﹤0.01%
+100
1771
$2K ﹤0.01%
128
1772
$2K ﹤0.01%
83
1773
$2K ﹤0.01%
+56
1774
$2K ﹤0.01%
31
1775
$2K ﹤0.01%
32
69 70
71
72 73