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
2376
$1K ﹤0.01%
214
-405
2377
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83
2378
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23
2379
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+8
2380
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+28
2381
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+44
2382
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+67
2383
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134
-173
2384
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53
2385
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91
2386
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30
-50
2387
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+56
2388
$1K ﹤0.01%
+67
2389
$1K ﹤0.01%
157
-669
2390
$1K ﹤0.01%
2,079
2391
$1K ﹤0.01%
187
-203
2392
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+46
2393
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53
-50
2394
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+15
2395
$1K ﹤0.01%
500
2396
$1K ﹤0.01%
+12
2397
$1K ﹤0.01%
71
2398
$1K ﹤0.01%
+59
2399
$1K ﹤0.01%
97
2400
$1K ﹤0.01%
30
-39
94 95
96
97 98