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
1801
$2K ﹤0.01%
200
1802
$2K ﹤0.01%
29
1803
$2K ﹤0.01%
14
-53
1804
$2K ﹤0.01%
79
+59
1805
$2K ﹤0.01%
481
-1,218
1806
$2K ﹤0.01%
31
1807
$2K ﹤0.01%
94
1808
$2K ﹤0.01%
200
1809
$2K ﹤0.01%
21
-12
1810
$2K ﹤0.01%
200
1811
$2K ﹤0.01%
12
1812
$2K ﹤0.01%
83
-9
1813
$2K ﹤0.01%
+115
1814
$2K ﹤0.01%
57
-3
1815
$2K ﹤0.01%
+71
1816
$2K ﹤0.01%
+81
1817
$2K ﹤0.01%
158
1818
$2K ﹤0.01%
+50
1819
$2K ﹤0.01%
105
1820
$2K ﹤0.01%
100
1821
$2K ﹤0.01%
+75
1822
$2K ﹤0.01%
488
1823
$2K ﹤0.01%
95
+82
1824
$2K ﹤0.01%
803
1825
$2K ﹤0.01%
28
71 72
73
74 75