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
$3.91B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,426
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.6M
3
+$10.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.95M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.29M

Top Sells

1
+$3.85M
2
+$3.79M
3
+$3.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.68M
5
VTV icon
Vanguard Value ETF
VTV
+$2.21M

Sector Composition

1 Technology 7.52%
2 Consumer Discretionary 3.94%
3 Financials 3.64%
4 Healthcare 3.41%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.58K ﹤0.01%
100
2477
$5.56K ﹤0.01%
100
2478
$5.55K ﹤0.01%
+500
2479
$5.53K ﹤0.01%
84
+3
2480
$5.5K ﹤0.01%
107
-25
2481
$5.49K ﹤0.01%
600
+229
2482
$5.46K ﹤0.01%
+55
2483
$5.43K ﹤0.01%
76
2484
$5.43K ﹤0.01%
190
+6
2485
$5.41K ﹤0.01%
330
-91
2486
$5.38K ﹤0.01%
429
-871
2487
$5.38K ﹤0.01%
406
-508
2488
$5.37K ﹤0.01%
444
2489
$5.36K ﹤0.01%
1,969
+234
2490
$5.35K ﹤0.01%
359
2491
$5.33K ﹤0.01%
54
2492
$5.31K ﹤0.01%
704
+65
2493
$5.29K ﹤0.01%
221
-43
2494
$5.25K ﹤0.01%
165
+99
2495
$5.25K ﹤0.01%
73
-20
2496
$5.24K ﹤0.01%
1,104
2497
$5.24K ﹤0.01%
318
2498
$5.22K ﹤0.01%
255
+166
2499
$5.2K ﹤0.01%
53
2500
$5.19K ﹤0.01%
46
-50
98 99
100
101 102