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
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$3K ﹤0.01%
+31
1877
$3K ﹤0.01%
+178
1878
$3K ﹤0.01%
42
+17
1879
$3K ﹤0.01%
+60
1880
$3K ﹤0.01%
34
1881
$3K ﹤0.01%
356
+351
1882
$3K ﹤0.01%
+156
1883
$3K ﹤0.01%
138
-710
1884
$3K ﹤0.01%
1,858
-528
1885
$2K ﹤0.01%
667
-718
1886
$2K ﹤0.01%
45
-34
1887
$2K ﹤0.01%
+263
1888
$2K ﹤0.01%
+289
1889
$2K ﹤0.01%
+33
1890
$2K ﹤0.01%
1,121
+707
1891
$2K ﹤0.01%
91
1892
$2K ﹤0.01%
+77
1893
$2K ﹤0.01%
58
1894
$2K ﹤0.01%
+75
1895
$2K ﹤0.01%
154
+33
1896
$2K ﹤0.01%
205
1897
$2K ﹤0.01%
40
+38
1898
$2K ﹤0.01%
+12
1899
$2K ﹤0.01%
88
+39
1900
$2K ﹤0.01%
106
+102
74 75
76
77 78