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
1826
$2K ﹤0.01%
396
+299
1827
$2K ﹤0.01%
98
1828
$2K ﹤0.01%
185
-169
1829
$1K ﹤0.01%
+34
1830
$1K ﹤0.01%
112
-5
1831
$1K ﹤0.01%
30
-18
1832
$1K ﹤0.01%
73
-14
1833
$1K ﹤0.01%
30
1834
$1K ﹤0.01%
17
1835
$1K ﹤0.01%
9
1836
$1K ﹤0.01%
21
1837
$1K ﹤0.01%
41
-2
1838
$1K ﹤0.01%
38
1839
$1K ﹤0.01%
67
1840
$1K ﹤0.01%
54
1841
$1K ﹤0.01%
28
1842
$1K ﹤0.01%
81
-4
1843
$1K ﹤0.01%
75
1844
$1K ﹤0.01%
27
-34
1845
$1K ﹤0.01%
83
-119
1846
$1K ﹤0.01%
22
1847
$1K ﹤0.01%
15
-3
1848
$1K ﹤0.01%
369
1849
$1K ﹤0.01%
+9
1850
$1K ﹤0.01%
14
-50
72 73
74
75 76