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
1876
$1K ﹤0.01%
87
1877
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16
1878
$1K ﹤0.01%
16
-17
1879
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20
+10
1880
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8
1881
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+40
1882
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1883
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35
+17
1884
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31
-43
1885
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88
1886
$1K ﹤0.01%
126
1887
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+46
1888
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7
1889
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1890
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20
1891
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1892
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1894
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20
1895
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14
1896
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51
-3
1897
$1K ﹤0.01%
66
+49
1898
$1K ﹤0.01%
60
1899
$1K ﹤0.01%
+7
1900
$1K ﹤0.01%
19
74 75
76
77 78