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
1926
$2K ﹤0.01%
+24
1927
$2K ﹤0.01%
37
-1,882
1928
$2K ﹤0.01%
144
+89
1929
$2K ﹤0.01%
44
-16
1930
$2K ﹤0.01%
51
1931
$2K ﹤0.01%
+446
1932
$2K ﹤0.01%
+132
1933
$2K ﹤0.01%
+222
1934
$2K ﹤0.01%
282
1935
$2K ﹤0.01%
117
-138
1936
$2K ﹤0.01%
95
1937
$2K ﹤0.01%
37
1938
$2K ﹤0.01%
+195
1939
$2K ﹤0.01%
100
1940
$2K ﹤0.01%
98
-152
1941
$2K ﹤0.01%
6
+3
1942
$2K ﹤0.01%
112
+87
1943
$2K ﹤0.01%
71
-27
1944
$2K ﹤0.01%
36
1945
$2K ﹤0.01%
+231
1946
$2K ﹤0.01%
+417
1947
$2K ﹤0.01%
48
+26
1948
$2K ﹤0.01%
73
-103
1949
$2K ﹤0.01%
46
-17
1950
$2K ﹤0.01%
121
-766
76 77
78
79 80