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
2326
$2K ﹤0.01%
30
2327
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54
2328
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126
2329
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66
2330
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30
2331
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+67
2332
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57
-95
2333
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29
2334
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75
-69
2335
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19
-3
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61
2337
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43
2338
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28
2339
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86
2340
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226
2341
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35
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2342
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37
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2343
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2344
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37
+1
2345
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2346
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+42
2347
$2K ﹤0.01%
28
2348
$2K ﹤0.01%
31
2349
$2K ﹤0.01%
54
-241
2350
$2K ﹤0.01%
39
-38
92 93
94
95 96