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
1776
$4K ﹤0.01%
+57
1777
$3K ﹤0.01%
1,858
-528
1778
$3K ﹤0.01%
490
+294
1779
$3K ﹤0.01%
+350
1780
$3K ﹤0.01%
180
+128
1781
$3K ﹤0.01%
+132
1782
$3K ﹤0.01%
300
1783
$3K ﹤0.01%
+196
1784
$3K ﹤0.01%
138
+36
1785
$3K ﹤0.01%
+177
1786
$3K ﹤0.01%
+14
1787
$3K ﹤0.01%
+516
1788
$3K ﹤0.01%
79
-230
1789
$3K ﹤0.01%
118
+106
1790
$3K ﹤0.01%
+422
1791
$3K ﹤0.01%
50
+39
1792
$3K ﹤0.01%
+121
1793
$3K ﹤0.01%
+42
1794
$3K ﹤0.01%
77
+75
1795
$3K ﹤0.01%
73
+48
1796
$3K ﹤0.01%
198
+157
1797
$3K ﹤0.01%
446
+235
1798
$3K ﹤0.01%
68
1799
$3K ﹤0.01%
188
+15
1800
$3K ﹤0.01%
+313
70 71
72
73 74