S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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 +$93.8M
2 +$27.8M
3 +$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1 +$56.2M
2 +$20.8M
3 +$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
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%
19
1827
$2K ﹤0.01%
55
1828
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71
1829
$1K ﹤0.01%
128
-6
1830
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1831
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-52
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112
-5
1833
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21
1834
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41
-2
1835
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1836
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1837
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1838
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1839
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-4
1840
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1841
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27
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1842
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83
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1843
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1844
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15
-3
1845
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369
1846
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+9
1847
$1K ﹤0.01%
14
-50
1848
$1K ﹤0.01%
37
1849
$1K ﹤0.01%
53
1850
$1K ﹤0.01%
165
+134