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
$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 5.53%
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%
10
-4
1852
$1K ﹤0.01%
+7
1853
$1K ﹤0.01%
24
-223
1854
$1K ﹤0.01%
23
+1
1855
$1K ﹤0.01%
+40
1856
$1K ﹤0.01%
+19
1857
$1K ﹤0.01%
166
-581
1858
$1K ﹤0.01%
50
-106
1859
$1K ﹤0.01%
+35
1860
$1K ﹤0.01%
13
-100
1861
$1K ﹤0.01%
94
1862
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305
1863
$1K ﹤0.01%
37
+1
1864
$1K ﹤0.01%
1
1865
$1K ﹤0.01%
78
1866
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54
1867
$1K ﹤0.01%
37
1868
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112
-328
1869
$1K ﹤0.01%
32
1870
$1K ﹤0.01%
20
1871
$1K ﹤0.01%
150
1872
$1K ﹤0.01%
48
-88
1873
$1K ﹤0.01%
7
1874
$1K ﹤0.01%
15
1875
$1K ﹤0.01%
51
73 74
75
76 77