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
2501
$5.17K ﹤0.01%
53
2502
$5.16K ﹤0.01%
116
-26
2503
$5.15K ﹤0.01%
98
-140
2504
$5.14K ﹤0.01%
152
-102
2505
$5.13K ﹤0.01%
55
2506
$5.11K ﹤0.01%
293
+20
2507
$5.1K ﹤0.01%
172
-102
2508
$5.1K ﹤0.01%
283
-15
2509
$5.06K ﹤0.01%
235
2510
$5.05K ﹤0.01%
183
2511
$5.04K ﹤0.01%
459
-46
2512
$5.03K ﹤0.01%
621
+220
2513
$4.98K ﹤0.01%
71
+57
2514
$4.98K ﹤0.01%
85
-214
2515
$4.96K ﹤0.01%
225
+50
2516
$4.95K ﹤0.01%
1,125
-268
2517
$4.95K ﹤0.01%
150
2518
$4.92K ﹤0.01%
230
+192
2519
$4.92K ﹤0.01%
303
+36
2520
$4.91K ﹤0.01%
96
+65
2521
$4.91K ﹤0.01%
210
+69
2522
$4.9K ﹤0.01%
119
2523
$4.88K ﹤0.01%
34
2524
$4.88K ﹤0.01%
1,688
+844
2525
$4.85K ﹤0.01%
125
99 100
101
102 103