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
2151
$1K ﹤0.01%
56
-817
2152
$1K ﹤0.01%
37
+6
2153
$1K ﹤0.01%
3,557
+2,229
2154
$1K ﹤0.01%
+33
2155
$1K ﹤0.01%
56
2156
$1K ﹤0.01%
227
+156
2157
$1K ﹤0.01%
45
2158
$1K ﹤0.01%
21
2159
$1K ﹤0.01%
20
2160
$1K ﹤0.01%
40
2161
$1K ﹤0.01%
+99
2162
$1K ﹤0.01%
112
+24
2163
$1K ﹤0.01%
66
2164
$1K ﹤0.01%
+34
2165
$1K ﹤0.01%
44
2166
$1K ﹤0.01%
130
2167
$1K ﹤0.01%
+64
2168
$1K ﹤0.01%
39
+4
2169
$1K ﹤0.01%
624
+144
2170
$1K ﹤0.01%
60
2171
$1K ﹤0.01%
8
+1
2172
$1K ﹤0.01%
+20
2173
$1K ﹤0.01%
+37
2174
$1K ﹤0.01%
+22
2175
$1K ﹤0.01%
+63
85 86
87
88 89