S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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%
98
1827
$2K ﹤0.01%
185
-169
1828
$2K ﹤0.01%
+50
1829
$1K ﹤0.01%
21
1830
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41
-2
1831
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38
1832
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9
1833
$1K ﹤0.01%
67
1834
$1K ﹤0.01%
54
1835
$1K ﹤0.01%
28
1836
$1K ﹤0.01%
81
-4
1837
$1K ﹤0.01%
75
1838
$1K ﹤0.01%
27
-34
1839
$1K ﹤0.01%
+34
1840
$1K ﹤0.01%
112
-5
1841
$1K ﹤0.01%
30
-18
1842
$1K ﹤0.01%
73
-14
1843
$1K ﹤0.01%
30
1844
$1K ﹤0.01%
17
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