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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$4K ﹤0.01%
621
-1,384
1752
$4K ﹤0.01%
754
+79
1753
$4K ﹤0.01%
+43
1754
$4K ﹤0.01%
135
-11
1755
$4K ﹤0.01%
350
1756
$4K ﹤0.01%
81
1757
$4K ﹤0.01%
650
+200
1758
$4K ﹤0.01%
+199
1759
$4K ﹤0.01%
295
+155
1760
$4K ﹤0.01%
290
+91
1761
$4K ﹤0.01%
+251
1762
$4K ﹤0.01%
81
+35
1763
$4K ﹤0.01%
36
1764
$4K ﹤0.01%
179
+134
1765
$4K ﹤0.01%
149
+123
1766
$4K ﹤0.01%
540
1767
$4K ﹤0.01%
+890
1768
$4K ﹤0.01%
+42
1769
$4K ﹤0.01%
649
1770
$4K ﹤0.01%
40
+21
1771
$4K ﹤0.01%
54
+36
1772
$4K ﹤0.01%
735
-173
1773
$4K ﹤0.01%
784
+734
1774
$4K ﹤0.01%
201
+161
1775
$4K ﹤0.01%
+139
69 70
71
72 73