S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1901
$1K ﹤0.01%
+26
1902
$1K ﹤0.01%
250
1903
$1K ﹤0.01%
21
1904
$1K ﹤0.01%
11
-1
1905
$1K ﹤0.01%
103
-497
1906
$1K ﹤0.01%
104
+13
1907
$1K ﹤0.01%
150
1908
$1K ﹤0.01%
29
-31
1909
$1K ﹤0.01%
109
+52
1910
$1K ﹤0.01%
154
-1,012
1911
$1K ﹤0.01%
43
1912
$1K ﹤0.01%
19
1913
$1K ﹤0.01%
30
+6
1914
$1K ﹤0.01%
126
+113
1915
$1K ﹤0.01%
800
1916
$1K ﹤0.01%
20
-13
1917
$1K ﹤0.01%
11
1918
$1K ﹤0.01%
+34
1919
$1K ﹤0.01%
30
-18
1920
$1K ﹤0.01%
73
-14
1921
$1K ﹤0.01%
30
1922
$1K ﹤0.01%
17
1923
$1K ﹤0.01%
9
1924
$1K ﹤0.01%
22
-1
1925
$1K ﹤0.01%
+10