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
$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 4.68%
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%
20
-13
1852
$1K ﹤0.01%
11
1853
$1K ﹤0.01%
+34
1854
$1K ﹤0.01%
112
-5
1855
$1K ﹤0.01%
30
-18
1856
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73
-14
1857
$1K ﹤0.01%
30
1858
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1859
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9
1860
$1K ﹤0.01%
21
1861
$1K ﹤0.01%
41
-2
1862
$1K ﹤0.01%
38
1863
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67
1864
$1K ﹤0.01%
54
1865
$1K ﹤0.01%
28
1866
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81
-4
1867
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1868
$1K ﹤0.01%
27
-34
1869
$1K ﹤0.01%
83
-119
1870
$1K ﹤0.01%
22
1871
$1K ﹤0.01%
15
-3
1872
$1K ﹤0.01%
369
1873
$1K ﹤0.01%
+9
1874
$1K ﹤0.01%
14
-50
1875
$1K ﹤0.01%
37
73 74
75
76 77