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
$4.33B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,335
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$24.5M
3
+$19.5M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$16.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Top Sells

1
+$8.82M
2
+$6.6M
3
+$5.95M
4
BND icon
Vanguard Total Bond Market
BND
+$5.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.76M

Sector Composition

1 Technology 7.84%
2 Financials 4.03%
3 Consumer Discretionary 4.03%
4 Healthcare 3.31%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.21K ﹤0.01%
146
+60
2477
$5.17K ﹤0.01%
104
+90
2478
$5.17K ﹤0.01%
222
2479
$5.14K ﹤0.01%
174
+4
2480
$5.1K ﹤0.01%
76
-98
2481
$5.09K ﹤0.01%
104
-409
2482
$5.09K ﹤0.01%
125
2483
$5.08K ﹤0.01%
70
2484
$5.08K ﹤0.01%
39
2485
$5.06K ﹤0.01%
136
-27
2486
$5.03K ﹤0.01%
52
-46
2487
$5.03K ﹤0.01%
128
+74
2488
$5.01K ﹤0.01%
123
+102
2489
$4.99K ﹤0.01%
+248
2490
$4.93K ﹤0.01%
98
+86
2491
$4.92K ﹤0.01%
549
-834
2492
$4.88K ﹤0.01%
551
+81
2493
$4.87K ﹤0.01%
85
2494
$4.85K ﹤0.01%
80
-309
2495
$4.84K ﹤0.01%
189
-18
2496
$4.84K ﹤0.01%
347
+240
2497
$4.83K ﹤0.01%
71
+35
2498
$4.83K ﹤0.01%
49
2499
$4.83K ﹤0.01%
524
2500
$4.82K ﹤0.01%
297
-130
98 99
100
101 102