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
1926
$1K ﹤0.01%
91
-5
1927
$1K ﹤0.01%
22
+4
1928
$1K ﹤0.01%
+26
1929
$1K ﹤0.01%
250
1930
$1K ﹤0.01%
21
1931
$1K ﹤0.01%
11
-1
1932
$1K ﹤0.01%
103
-497
1933
$1K ﹤0.01%
104
+13
1934
$1K ﹤0.01%
22
-1
1935
$1K ﹤0.01%
+10
1936
$1K ﹤0.01%
47
1937
$1K ﹤0.01%
26
1938
$1K ﹤0.01%
+43
1939
$1K ﹤0.01%
305
1940
$1K ﹤0.01%
38
+1
1941
$1K ﹤0.01%
272
-106
1942
$1K ﹤0.01%
67
-13
1943
$1K ﹤0.01%
62
-4
1944
$1K ﹤0.01%
46
-2
1945
$1K ﹤0.01%
200
1946
$1K ﹤0.01%
89
-41
1947
$1K ﹤0.01%
20
1948
$1K ﹤0.01%
100
1949
$1K ﹤0.01%
150
1950
$1K ﹤0.01%
29
-31
76 77
78
79 80