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
$1.16B
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 6.67%
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%
86
-77
2152
$1K ﹤0.01%
63
2153
$1K ﹤0.01%
16
-23
2154
$1K ﹤0.01%
100
2155
$1K ﹤0.01%
+2,771
2156
$1K ﹤0.01%
775
2157
$1K ﹤0.01%
+376
2158
$1K ﹤0.01%
+55
2159
$1K ﹤0.01%
32
-21
2160
$1K ﹤0.01%
27
2161
$1K ﹤0.01%
31
2162
$1K ﹤0.01%
39
-57
2163
$1K ﹤0.01%
+26
2164
$1K ﹤0.01%
62
-126
2165
$1K ﹤0.01%
75
-46
2166
$1K ﹤0.01%
+56
2167
$1K ﹤0.01%
+21
2168
$1K ﹤0.01%
33
-1,612
2169
$1K ﹤0.01%
+100
2170
$1K ﹤0.01%
24
-59
2171
$1K ﹤0.01%
+85
2172
$1K ﹤0.01%
36
-17
2173
$1K ﹤0.01%
+6
2174
$1K ﹤0.01%
+96
2175
$1K ﹤0.01%
+22
85 86
87
88 89