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
1876
$1K ﹤0.01%
53
1877
$1K ﹤0.01%
165
+134
1878
$1K ﹤0.01%
32
1879
$1K ﹤0.01%
50
-45
1880
$1K ﹤0.01%
64
-75
1881
$1K ﹤0.01%
32
1882
$1K ﹤0.01%
10
1883
$1K ﹤0.01%
52
-3
1884
$1K ﹤0.01%
44
-784
1885
$1K ﹤0.01%
30
1886
$1K ﹤0.01%
16
+12
1887
$1K ﹤0.01%
122
-65
1888
$1K ﹤0.01%
36
-2
1889
$1K ﹤0.01%
58
-2
1890
$1K ﹤0.01%
9
-7
1891
$1K ﹤0.01%
71
1892
$1K ﹤0.01%
23
-1
1893
$1K ﹤0.01%
24
1894
$1K ﹤0.01%
100
1895
$1K ﹤0.01%
47
1896
$1K ﹤0.01%
21
-1
1897
$1K ﹤0.01%
241
+21
1898
$1K ﹤0.01%
14
1899
$1K ﹤0.01%
12
1900
$1K ﹤0.01%
87
74 75
76
77 78