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
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.69%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$1K ﹤0.01%
37
1852
$1K ﹤0.01%
53
1853
$1K ﹤0.01%
165
+134
1854
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32
1855
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50
-45
1856
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64
-75
1857
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32
1858
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10
1859
$1K ﹤0.01%
52
-3
1860
$1K ﹤0.01%
44
-784
1861
$1K ﹤0.01%
30
1862
$1K ﹤0.01%
16
+12
1863
$1K ﹤0.01%
122
-65
1864
$1K ﹤0.01%
36
-2
1865
$1K ﹤0.01%
58
-2
1866
$1K ﹤0.01%
9
-7
1867
$1K ﹤0.01%
71
1868
$1K ﹤0.01%
23
-1
1869
$1K ﹤0.01%
24
1870
$1K ﹤0.01%
100
1871
$1K ﹤0.01%
47
1872
$1K ﹤0.01%
21
-1
1873
$1K ﹤0.01%
241
+21
1874
$1K ﹤0.01%
14
1875
$1K ﹤0.01%
12
73 74
75
76 77