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
$1.17B
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 4.69%
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%
+11
1902
$1K ﹤0.01%
91
-5
1903
$1K ﹤0.01%
22
+4
1904
$1K ﹤0.01%
+26
1905
$1K ﹤0.01%
250
1906
$1K ﹤0.01%
21
1907
$1K ﹤0.01%
11
-1
1908
$1K ﹤0.01%
103
-497
1909
$1K ﹤0.01%
104
+13
1910
$1K ﹤0.01%
22
-1
1911
$1K ﹤0.01%
+10
1912
$1K ﹤0.01%
47
1913
$1K ﹤0.01%
26
1914
$1K ﹤0.01%
+43
1915
$1K ﹤0.01%
305
1916
$1K ﹤0.01%
38
+1
1917
$1K ﹤0.01%
272
-106
1918
$1K ﹤0.01%
67
-13
1919
$1K ﹤0.01%
62
-4
1920
$1K ﹤0.01%
46
-2
1921
$1K ﹤0.01%
200
1922
$1K ﹤0.01%
89
-41
1923
$1K ﹤0.01%
20
1924
$1K ﹤0.01%
100
1925
$1K ﹤0.01%
150
75 76
77
78 79