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
2176
$1K ﹤0.01%
+29
2177
$1K ﹤0.01%
50
2178
$1K ﹤0.01%
19
+2
2179
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40
2180
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30
2181
$1K ﹤0.01%
+21
2182
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+292
2183
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43
-79
2184
$1K ﹤0.01%
40
+15
2185
$1K ﹤0.01%
+32
2186
$1K ﹤0.01%
89
2187
$1K ﹤0.01%
267
-74
2188
$1K ﹤0.01%
+264
2189
$1K ﹤0.01%
10
2190
$1K ﹤0.01%
+74
2191
$1K ﹤0.01%
21
2192
$1K ﹤0.01%
311
-43
2193
$1K ﹤0.01%
+11
2194
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28
2195
$1K ﹤0.01%
11
+1
2196
$1K ﹤0.01%
28
2197
$1K ﹤0.01%
30
2198
$1K ﹤0.01%
+123
2199
$1K ﹤0.01%
250
2200
$1K ﹤0.01%
+15
86 87
88
89 90