S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$93.8M
2 +$27.8M
3 +$8.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.08M

Top Sells

1 +$56.2M
2 +$20.8M
3 +$16.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.68M

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%
87
1877
$1K ﹤0.01%
16
1878
$1K ﹤0.01%
16
-17
1879
$1K ﹤0.01%
20
+10
1880
$1K ﹤0.01%
8
1881
$1K ﹤0.01%
66
+49
1882
$1K ﹤0.01%
+40
1883
$1K ﹤0.01%
19
1884
$1K ﹤0.01%
35
+17
1885
$1K ﹤0.01%
31
-43
1886
$1K ﹤0.01%
88
1887
$1K ﹤0.01%
126
1888
$1K ﹤0.01%
+46
1889
$1K ﹤0.01%
7
1890
$1K ﹤0.01%
21
1891
$1K ﹤0.01%
20
1892
$1K ﹤0.01%
44
1893
$1K ﹤0.01%
27
-27
1894
$1K ﹤0.01%
43
1895
$1K ﹤0.01%
20
1896
$1K ﹤0.01%
14
1897
$1K ﹤0.01%
51
-3
1898
$1K ﹤0.01%
60
1899
$1K ﹤0.01%
+7
1900
$1K ﹤0.01%
19