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
2526
$4.84K ﹤0.01%
457
2527
$4.84K ﹤0.01%
190
-1,340
2528
$4.83K ﹤0.01%
143
+30
2529
$4.82K ﹤0.01%
339
-1,106
2530
$4.79K ﹤0.01%
4,241
-874
2531
$4.79K ﹤0.01%
395
-18
2532
$4.78K ﹤0.01%
73
+61
2533
$4.77K ﹤0.01%
82
-140
2534
$4.76K ﹤0.01%
96
-6
2535
$4.75K ﹤0.01%
1,390
-1,105
2536
$4.66K ﹤0.01%
224
+6
2537
$4.6K ﹤0.01%
+365
2538
$4.54K ﹤0.01%
224
-155
2539
$4.54K ﹤0.01%
221
2540
$4.52K ﹤0.01%
709
+268
2541
$4.5K ﹤0.01%
115
2542
$4.5K ﹤0.01%
87
-95
2543
$4.47K ﹤0.01%
73
+7
2544
$4.46K ﹤0.01%
716
+535
2545
$4.45K ﹤0.01%
39
2546
$4.45K ﹤0.01%
275
-8
2547
$4.41K ﹤0.01%
543
-1,057
2548
$4.41K ﹤0.01%
252
+95
2549
$4.4K ﹤0.01%
170
-5
2550
$4.4K ﹤0.01%
+350
100 101
102
103 104