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
2351
$2K ﹤0.01%
173
2352
$2K ﹤0.01%
76
2353
$2K ﹤0.01%
93
2354
$2K ﹤0.01%
97
2355
$2K ﹤0.01%
36
2356
$2K ﹤0.01%
42
-8
2357
$2K ﹤0.01%
61
-41
2358
$2K ﹤0.01%
+60
2359
$2K ﹤0.01%
15
-2
2360
$1K ﹤0.01%
+76
2361
$1K ﹤0.01%
31
2362
$1K ﹤0.01%
115
-368
2363
$1K ﹤0.01%
16
+8
2364
$1K ﹤0.01%
+41
2365
$1K ﹤0.01%
45
-250
2366
$1K ﹤0.01%
+10
2367
$1K ﹤0.01%
98
+55
2368
$1K ﹤0.01%
42
2369
$1K ﹤0.01%
24
2370
$1K ﹤0.01%
31
2371
$1K ﹤0.01%
50
2372
$1K ﹤0.01%
39
2373
$1K ﹤0.01%
23
+1
2374
$1K ﹤0.01%
43
-96
2375
$1K ﹤0.01%
17
-13
93 94
95
96 97