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
1851
$1K ﹤0.01%
166
-581
1852
$1K ﹤0.01%
50
-106
1853
$1K ﹤0.01%
+35
1854
$1K ﹤0.01%
13
-100
1855
$1K ﹤0.01%
94
1856
$1K ﹤0.01%
305
1857
$1K ﹤0.01%
37
+1
1858
$1K ﹤0.01%
1
1859
$1K ﹤0.01%
78
1860
$1K ﹤0.01%
54
1861
$1K ﹤0.01%
37
1862
$1K ﹤0.01%
112
-328
1863
$1K ﹤0.01%
32
1864
$1K ﹤0.01%
20
1865
$1K ﹤0.01%
48
-88
1866
$1K ﹤0.01%
7
1867
$1K ﹤0.01%
15
1868
$1K ﹤0.01%
51
1869
$1K ﹤0.01%
+21
1870
$1K ﹤0.01%
+28
1871
$1K ﹤0.01%
40
-163
1872
$1K ﹤0.01%
50
1873
$1K ﹤0.01%
45
1874
$1K ﹤0.01%
43
1875
$1K ﹤0.01%
+58
73 74
75
76 77