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
$2.12B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,822
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$9.16M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$8.95M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.88M

Top Sells

1
+$3.18M
2
+$2.87M
3
+$2.69M
4
AAPL icon
Apple
AAPL
+$1.91M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.6M

Sector Composition

1 Technology 6.56%
2 Consumer Discretionary 4.39%
3 Financials 3.61%
4 Healthcare 3.17%
5 Consumer Staples 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$2K ﹤0.01%
29
-16
2252
$2K ﹤0.01%
+55
2253
$2K ﹤0.01%
74
2254
$2K ﹤0.01%
20
+8
2255
$2K ﹤0.01%
66
2256
$2K ﹤0.01%
15
2257
$2K ﹤0.01%
+85
2258
$2K ﹤0.01%
127
2259
$2K ﹤0.01%
66
2260
$2K ﹤0.01%
48
-18
2261
$2K ﹤0.01%
+3
2262
$2K ﹤0.01%
+199
2263
$2K ﹤0.01%
+56
2264
$2K ﹤0.01%
17
2265
$2K ﹤0.01%
+5
2266
$2K ﹤0.01%
82
-10
2267
$2K ﹤0.01%
271
-301
2268
$2K ﹤0.01%
+308
2269
$2K ﹤0.01%
47
2270
$2K ﹤0.01%
198
2271
$2K ﹤0.01%
+222
2272
$2K ﹤0.01%
57
+20
2273
$2K ﹤0.01%
26
2274
$2K ﹤0.01%
43
-12
2275
$2K ﹤0.01%
77
+24
89 90
91
92 93