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
2176
$1K ﹤0.01%
+48
2177
$1K ﹤0.01%
20
+9
2178
$1K ﹤0.01%
45
-298
2179
$1K ﹤0.01%
+35
2180
$1K ﹤0.01%
+55
2181
$1K ﹤0.01%
52
+19
2182
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27
2183
$1K ﹤0.01%
56
-192
2184
$1K ﹤0.01%
60
-570
2185
$1K ﹤0.01%
120
2186
$1K ﹤0.01%
+20
2187
$1K ﹤0.01%
15
-140
2188
$1K ﹤0.01%
23
2189
$1K ﹤0.01%
48
-262
2190
$1K ﹤0.01%
+205
2191
$1K ﹤0.01%
+82
2192
$1K ﹤0.01%
+21
2193
$1K ﹤0.01%
236
-254
2194
$1K ﹤0.01%
36
-1
2195
$1K ﹤0.01%
+19
2196
$1K ﹤0.01%
+2
2197
$1K ﹤0.01%
+8
2198
$1K ﹤0.01%
+127
2199
$1K ﹤0.01%
49
+13
2200
$1K ﹤0.01%
66
86 87
88
89 90