S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1751
$2K ﹤0.01%
+7
1752
$2K ﹤0.01%
65
1753
$2K ﹤0.01%
58
-203
1754
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90
+30
1755
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35
1756
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39
-1,207
1757
$2K ﹤0.01%
+6
1758
$2K ﹤0.01%
66
1759
$2K ﹤0.01%
30
1760
$2K ﹤0.01%
+100
1761
$2K ﹤0.01%
128
1762
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83
1763
$2K ﹤0.01%
+56
1764
$2K ﹤0.01%
31
1765
$2K ﹤0.01%
32
1766
$2K ﹤0.01%
+40
1767
$2K ﹤0.01%
73
-56
1768
$2K ﹤0.01%
57
-2
1769
$2K ﹤0.01%
27
-51
1770
$2K ﹤0.01%
+76
1771
$2K ﹤0.01%
+9
1772
$2K ﹤0.01%
56
-116
1773
$2K ﹤0.01%
20
-37
1774
$2K ﹤0.01%
50
1775
$2K ﹤0.01%
210
-591
69 70
71
72 73