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
1776
$1K ﹤0.01%
142
-992
1777
$1K ﹤0.01%
41
-386
1778
$1K ﹤0.01%
34
1779
$1K ﹤0.01%
67
1780
$1K ﹤0.01%
54
1781
$1K ﹤0.01%
1
1782
$1K ﹤0.01%
6
-59
1783
$1K ﹤0.01%
70
1784
$1K ﹤0.01%
37
1785
$1K ﹤0.01%
22
1786
$1K ﹤0.01%
51
1787
$1K ﹤0.01%
+30
1788
$1K ﹤0.01%
+29
1789
$1K ﹤0.01%
49
-83
1790
$1K ﹤0.01%
16
+1
1791
$1K ﹤0.01%
9
1792
$1K ﹤0.01%
30
1793
$1K ﹤0.01%
29
+2
1794
$1K ﹤0.01%
44
+3
1795
$1K ﹤0.01%
10
-99
1796
$1K ﹤0.01%
33
-75
1797
$1K ﹤0.01%
25
-207
1798
$1K ﹤0.01%
32
1799
$1K ﹤0.01%
10
1800
$1K ﹤0.01%
11
70 71
72
73 74