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
1776
$2K ﹤0.01%
+40
1777
$2K ﹤0.01%
73
-56
1778
$2K ﹤0.01%
57
-2
1779
$2K ﹤0.01%
27
-51
1780
$2K ﹤0.01%
+76
1781
$2K ﹤0.01%
56
-116
1782
$2K ﹤0.01%
20
-37
1783
$2K ﹤0.01%
50
1784
$2K ﹤0.01%
350
1785
$2K ﹤0.01%
73
-34
1786
$2K ﹤0.01%
103
+3
1787
$2K ﹤0.01%
110
1788
$2K ﹤0.01%
60
1789
$2K ﹤0.01%
83
1790
$2K ﹤0.01%
210
-591
1791
$2K ﹤0.01%
23
1792
$2K ﹤0.01%
100
1793
$2K ﹤0.01%
182
+50
1794
$2K ﹤0.01%
74
1795
$2K ﹤0.01%
72
1796
$2K ﹤0.01%
87
-193
1797
$2K ﹤0.01%
+81
1798
$2K ﹤0.01%
140
1799
$2K ﹤0.01%
130
+14
1800
$2K ﹤0.01%
200
70 71
72
73 74