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
1951
– –
-94
1952
$0 ﹤0.01%
3
-1
1953
$0 ﹤0.01%
11
1954
$0 ﹤0.01%
23
-20
1955
– –
-55
1956
$0 ﹤0.01%
+2
1957
$0 ﹤0.01%
+4
1958
$0 ﹤0.01%
2
-16
1959
$0 ﹤0.01%
11
1960
$0 ﹤0.01%
12
1961
$0 ﹤0.01%
15
1962
– –
-75
1963
$0 ﹤0.01%
+6
1964
– –
-800
1965
$0 ﹤0.01%
13
1966
$0 ﹤0.01%
+210
1967
$0 ﹤0.01%
1
1968
$0 ﹤0.01%
+12
1969
– –
0
1970
$0 ﹤0.01%
5
1971
– –
-600
1972
$0 ﹤0.01%
10
1973
$0 ﹤0.01%
1
1974
$0 ﹤0.01%
2
1975
– –
-1,250
77 78
79
80 81