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
1826
$1K ﹤0.01%
20
1827
$1K ﹤0.01%
10
1828
$1K ﹤0.01%
43
1829
$1K ﹤0.01%
502
-3,237
1830
$1K ﹤0.01%
20
1831
$1K ﹤0.01%
78
+50
1832
$1K ﹤0.01%
14
1833
$1K ﹤0.01%
39
1834
$1K ﹤0.01%
+28
1835
$1K ﹤0.01%
+60
1836
$1K ﹤0.01%
19
1837
$1K ﹤0.01%
76
1838
$1K ﹤0.01%
22
1839
$1K ﹤0.01%
2
-19
1840
$1K ﹤0.01%
92
1841
$1K ﹤0.01%
16
1842
$1K ﹤0.01%
+31
1843
$1K ﹤0.01%
21
-65
1844
$1K ﹤0.01%
74
-6
1845
$1K ﹤0.01%
10
-4
1846
$1K ﹤0.01%
+7
1847
$1K ﹤0.01%
24
-223
1848
$1K ﹤0.01%
23
+1
1849
$1K ﹤0.01%
+40
1850
$1K ﹤0.01%
+19
72 73
74
75 76