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
$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
2326
$2K ﹤0.01%
248
-248
2327
$2K ﹤0.01%
54
2328
$2K ﹤0.01%
300
2329
$2K ﹤0.01%
105
+16
2330
$2K ﹤0.01%
117
+15
2331
$2K ﹤0.01%
+78
2332
$2K ﹤0.01%
44
-64
2333
$2K ﹤0.01%
+94
2334
$2K ﹤0.01%
+37
2335
$2K ﹤0.01%
+20
2336
$2K ﹤0.01%
29
-16
2337
$2K ﹤0.01%
+55
2338
$2K ﹤0.01%
74
2339
$2K ﹤0.01%
20
+8
2340
$2K ﹤0.01%
66
2341
$2K ﹤0.01%
15
2342
$2K ﹤0.01%
+85
2343
$2K ﹤0.01%
127
2344
$2K ﹤0.01%
66
2345
$2K ﹤0.01%
48
-18
2346
$2K ﹤0.01%
+3
2347
$2K ﹤0.01%
+199
2348
$2K ﹤0.01%
+56
2349
$2K ﹤0.01%
17
2350
$2K ﹤0.01%
+5
92 93
94
95 96