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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$3K ﹤0.01%
119
+26
1827
$3K ﹤0.01%
325
+221
1828
$3K ﹤0.01%
+42
1829
$3K ﹤0.01%
12
-5
1830
$3K ﹤0.01%
+68
1831
$3K ﹤0.01%
38
1832
$3K ﹤0.01%
+430
1833
$3K ﹤0.01%
27
-1,090
1834
$3K ﹤0.01%
+134
1835
$3K ﹤0.01%
147
+11
1836
$3K ﹤0.01%
+97
1837
$3K ﹤0.01%
348
+308
1838
$3K ﹤0.01%
375
1839
$3K ﹤0.01%
897
+797
1840
$3K ﹤0.01%
20
-2,880
1841
$3K ﹤0.01%
287
+50
1842
$3K ﹤0.01%
+17
1843
$3K ﹤0.01%
834
1844
$3K ﹤0.01%
66
-40
1845
$3K ﹤0.01%
+138
1846
$3K ﹤0.01%
100
+82
1847
$3K ﹤0.01%
59
1848
$3K ﹤0.01%
74
-951
1849
$3K ﹤0.01%
170
1850
$3K ﹤0.01%
34
+13
72 73
74
75 76