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
1926
$1K ﹤0.01%
47
1927
$1K ﹤0.01%
26
1928
$1K ﹤0.01%
305
1929
$1K ﹤0.01%
38
+1
1930
$1K ﹤0.01%
272
-106
1931
$1K ﹤0.01%
67
-13
1932
$1K ﹤0.01%
62
-4
1933
$1K ﹤0.01%
46
-2
1934
$1K ﹤0.01%
200
1935
$1K ﹤0.01%
89
-41
1936
$1K ﹤0.01%
20
1937
$1K ﹤0.01%
100
1938
$1K ﹤0.01%
58
-3
1939
$1K ﹤0.01%
10
-1
1940
$1K ﹤0.01%
55
1941
$1K ﹤0.01%
175
1942
$1K ﹤0.01%
31
1943
$1K ﹤0.01%
73
1944
$1K ﹤0.01%
43
1945
$1K ﹤0.01%
+50
1946
$1K ﹤0.01%
26
1947
$1K ﹤0.01%
+2,604
1948
$1K ﹤0.01%
236
1949
$1K ﹤0.01%
46
1950
$1K ﹤0.01%
+43
76 77
78
79 80