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
$1.17B
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 4.68%
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%
16
1902
$1K ﹤0.01%
16
-17
1903
$1K ﹤0.01%
20
+10
1904
$1K ﹤0.01%
8
1905
$1K ﹤0.01%
+40
1906
$1K ﹤0.01%
19
1907
$1K ﹤0.01%
35
+17
1908
$1K ﹤0.01%
31
-43
1909
$1K ﹤0.01%
88
1910
$1K ﹤0.01%
126
1911
$1K ﹤0.01%
+46
1912
$1K ﹤0.01%
7
1913
$1K ﹤0.01%
21
1914
$1K ﹤0.01%
20
1915
$1K ﹤0.01%
44
1916
$1K ﹤0.01%
27
-27
1917
$1K ﹤0.01%
43
1918
$1K ﹤0.01%
20
1919
$1K ﹤0.01%
14
1920
$1K ﹤0.01%
51
-3
1921
$1K ﹤0.01%
66
+49
1922
$1K ﹤0.01%
60
1923
$1K ﹤0.01%
+7
1924
$1K ﹤0.01%
19
1925
$1K ﹤0.01%
+11
75 76
77
78 79