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
$1.16B
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 6.67%
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%
+80
1885
$2K ﹤0.01%
3
-1
1886
$2K ﹤0.01%
33
1887
$2K ﹤0.01%
309
+278
1888
$2K ﹤0.01%
63
+24
1889
$2K ﹤0.01%
607
1890
$2K ﹤0.01%
+56
1891
$2K ﹤0.01%
67
+35
1892
$2K ﹤0.01%
187
-43
1893
$2K ﹤0.01%
+39
1894
$2K ﹤0.01%
40
+39
1895
$2K ﹤0.01%
45
+44
1896
$2K ﹤0.01%
106
+102
1897
$2K ﹤0.01%
88
+39
1898
$2K ﹤0.01%
+12
1899
$2K ﹤0.01%
40
+38
1900
$2K ﹤0.01%
205
74 75
76
77 78