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
$1.16B
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 6.66%
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%
+147
1902
$2K ﹤0.01%
178
+17
1903
$2K ﹤0.01%
+39
1904
$2K ﹤0.01%
244
1905
$2K ﹤0.01%
+12
1906
$2K ﹤0.01%
+23
1907
$2K ﹤0.01%
+37
1908
$2K ﹤0.01%
36
+18
1909
$2K ﹤0.01%
83
+30
1910
$2K ﹤0.01%
87
+10
1911
$2K ﹤0.01%
939
-14,031
1912
$2K ﹤0.01%
28
-3
1913
$2K ﹤0.01%
+47
1914
$2K ﹤0.01%
35
+19
1915
$2K ﹤0.01%
+54
1916
$2K ﹤0.01%
+126
1917
$2K ﹤0.01%
+34
1918
$2K ﹤0.01%
47
+16
1919
$2K ﹤0.01%
+430
1920
$2K ﹤0.01%
32
+1
1921
$2K ﹤0.01%
+258
1922
$2K ﹤0.01%
191
+162
1923
$2K ﹤0.01%
62
+36
1924
$2K ﹤0.01%
36
1925
$2K ﹤0.01%
1,500
-68
75 76
77
78 79