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
176
$491K 0.04%
4,145
+50
177
$491K 0.04%
7,240
-10,734
178
$489K 0.04%
1,984
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179
$489K 0.04%
49,272
-1,000
180
$488K 0.04%
2,979
-2,486
181
$481K 0.04%
4,404
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182
$477K 0.04%
2,487
-1,381
183
$477K 0.04%
8,012
-416
184
$476K 0.04%
11,518
+1,633
185
$473K 0.04%
27,126
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186
$467K 0.04%
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-113
187
$464K 0.04%
6,008
-2,238
188
$464K 0.04%
2,351
+354
189
$457K 0.04%
7,841
-1,286
190
$452K 0.04%
24,434
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191
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7,012
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193
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5,283
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194
$443K 0.04%
1,037
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195
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196
$443K 0.04%
7,342
197
$441K 0.04%
7,741
-3,158
198
$438K 0.04%
3,375
-272
199
$436K 0.04%
1,681
-259
200
$435K 0.04%
6,408
6 7
8
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