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
$1.17B
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 4.69%
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%
29
-31
1927
$1K ﹤0.01%
109
+52
1928
$1K ﹤0.01%
58
-3
1929
$1K ﹤0.01%
128
-6
1930
$1K ﹤0.01%
50
1931
$1K ﹤0.01%
64
-52
1932
$1K ﹤0.01%
154
-1,012
1933
$1K ﹤0.01%
43
1934
$1K ﹤0.01%
19
1935
$1K ﹤0.01%
10
-1
1936
$1K ﹤0.01%
55
1937
$1K ﹤0.01%
175
1938
$1K ﹤0.01%
31
1939
$1K ﹤0.01%
73
1940
$1K ﹤0.01%
43
1941
$1K ﹤0.01%
+50
1942
$1K ﹤0.01%
26
1943
$1K ﹤0.01%
+2,604
1944
$1K ﹤0.01%
236
1945
$1K ﹤0.01%
46
1946
$1K ﹤0.01%
30
+6
1947
$1K ﹤0.01%
126
+113
1948
$1K ﹤0.01%
800
1949
$1K ﹤0.01%
20
-13
1950
$1K ﹤0.01%
11
76 77
78
79 80