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
1976
– –
-11
1977
– –
-7,525
1978
– –
-6,209
1979
– –
-39
1980
$0 ﹤0.01%
315
1981
$0 ﹤0.01%
208
1982
$0 ﹤0.01%
6
-1
1983
$0 ﹤0.01%
24
1984
– –
-1,216
1985
$0 ﹤0.01%
+4
1986
$0 ﹤0.01%
2
-219
1987
– –
-19
1988
– –
-1,250
1989
$0 ﹤0.01%
2
1990
$0 ﹤0.01%
1
1991
$0 ﹤0.01%
10
1992
– –
-600
1993
$0 ﹤0.01%
5
1994
– –
0
1995
$0 ﹤0.01%
+12
1996
$0 ﹤0.01%
1
1997
$0 ﹤0.01%
+210
1998
$0 ﹤0.01%
13
1999
– –
-800
2000
$0 ﹤0.01%
+6
78 79
80
81 82