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
2276
$2K ﹤0.01%
79
2277
$2K ﹤0.01%
84
-14
2278
$2K ﹤0.01%
283
2279
$2K ﹤0.01%
91
2280
$2K ﹤0.01%
68
+31
2281
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27
-18
2282
$2K ﹤0.01%
59
-6
2283
$2K ﹤0.01%
+48
2284
$2K ﹤0.01%
131
-7
2285
$2K ﹤0.01%
24
-5
2286
$2K ﹤0.01%
123
2287
$2K ﹤0.01%
98
2288
$2K ﹤0.01%
+110
2289
$2K ﹤0.01%
+108
2290
$2K ﹤0.01%
118
2291
$2K ﹤0.01%
142
2292
$2K ﹤0.01%
39
2293
$2K ﹤0.01%
39
-1
2294
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26
2295
$2K ﹤0.01%
+45
2296
$2K ﹤0.01%
+53
2297
$2K ﹤0.01%
21
-8
2298
$2K ﹤0.01%
142
2299
$2K ﹤0.01%
+107
2300
$2K ﹤0.01%
119
-70
90 91
92
93 94