S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 5.52%
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
1801
$1K ﹤0.01%
+29
1802
$1K ﹤0.01%
30
-8
1803
$1K ﹤0.01%
19
-172
1804
$1K ﹤0.01%
49
1805
$1K ﹤0.01%
21
1806
$1K ﹤0.01%
71
1807
$1K ﹤0.01%
24
-1
1808
$1K ﹤0.01%
47
1809
$1K ﹤0.01%
14
1810
$1K ﹤0.01%
27
1811
$1K ﹤0.01%
12
1812
$1K ﹤0.01%
+34
1813
$1K ﹤0.01%
16
1814
$1K ﹤0.01%
5
-46
1815
$1K ﹤0.01%
22
1816
$1K ﹤0.01%
42
1817
$1K ﹤0.01%
8
1818
$1K ﹤0.01%
+65
1819
$1K ﹤0.01%
39
-338
1820
$1K ﹤0.01%
+25
1821
$1K ﹤0.01%
36
-49
1822
$1K ﹤0.01%
+100
1823
$1K ﹤0.01%
7
1824
$1K ﹤0.01%
6
1825
$1K ﹤0.01%
21
71 72
73
74 75