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
1901
$2K ﹤0.01%
154
+33
1902
$2K ﹤0.01%
+75
1903
$2K ﹤0.01%
58
1904
$2K ﹤0.01%
+77
1905
$2K ﹤0.01%
91
1906
$2K ﹤0.01%
1,121
+707
1907
$2K ﹤0.01%
+33
1908
$2K ﹤0.01%
+289
1909
$2K ﹤0.01%
+263
1910
$2K ﹤0.01%
45
-34
1911
$2K ﹤0.01%
667
-718
1912
$2K ﹤0.01%
18
+17
1913
$2K ﹤0.01%
31
1914
$2K ﹤0.01%
+41
1915
$2K ﹤0.01%
121
-766
1916
$2K ﹤0.01%
+52
1917
$2K ﹤0.01%
10
+1
1918
$2K ﹤0.01%
47
-95
1919
$2K ﹤0.01%
+51
1920
$2K ﹤0.01%
+183
1921
$2K ﹤0.01%
128
-2,872
1922
$2K ﹤0.01%
34
+18
1923
$2K ﹤0.01%
35
-143
1924
$2K ﹤0.01%
24
+1
1925
$2K ﹤0.01%
132
75 76
77
78 79