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
2451
$1K ﹤0.01%
9
-5
2452
$1K ﹤0.01%
500
2453
$1K ﹤0.01%
11
2454
$1K ﹤0.01%
36
2455
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23
2456
$1K ﹤0.01%
+8
2457
$1K ﹤0.01%
+28
2458
$1K ﹤0.01%
+44
2459
$1K ﹤0.01%
+67
2460
$1K ﹤0.01%
134
-173
2461
$1K ﹤0.01%
53
2462
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91
2463
$1K ﹤0.01%
30
-50
2464
$1K ﹤0.01%
+67
2465
$1K ﹤0.01%
157
-669
2466
$1K ﹤0.01%
187
-203
2467
$1K ﹤0.01%
+46
2468
$1K ﹤0.01%
53
-50
2469
$1K ﹤0.01%
+15
2470
$1K ﹤0.01%
+24
2471
$1K ﹤0.01%
+9
2472
$1K ﹤0.01%
14
2473
$1K ﹤0.01%
+14
2474
$1K ﹤0.01%
39
2475
$1K ﹤0.01%
81
97 98
99
100 101