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
1876
$1K ﹤0.01%
+21
1877
$1K ﹤0.01%
+28
1878
$1K ﹤0.01%
40
-163
1879
$1K ﹤0.01%
50
1880
$1K ﹤0.01%
+9
1881
$1K ﹤0.01%
45
1882
$1K ﹤0.01%
43
1883
$1K ﹤0.01%
+58
1884
$1K ﹤0.01%
19
1885
$1K ﹤0.01%
+89
1886
$1K ﹤0.01%
9
1887
$1K ﹤0.01%
55
-152
1888
$1K ﹤0.01%
175
1889
$1K ﹤0.01%
43
1890
$1K ﹤0.01%
+500
1891
$1K ﹤0.01%
22
1892
$1K ﹤0.01%
236
1893
– –
-4
1894
$0 ﹤0.01%
11
1895
$0 ﹤0.01%
50
1896
$0 ﹤0.01%
16
1897
$0 ﹤0.01%
58
1898
$0 ﹤0.01%
26
-232
1899
$0 ﹤0.01%
4
1900
– –
-199
74 75
76
77 78