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
2526
$4.46K ﹤0.01%
2,136
-500
2527
$4.46K ﹤0.01%
657
+296
2528
$4.45K ﹤0.01%
877
+113
2529
$4.41K ﹤0.01%
140
2530
$4.38K ﹤0.01%
79
+74
2531
$4.37K ﹤0.01%
+469
2532
$4.37K ﹤0.01%
350
2533
$4.36K ﹤0.01%
386
-578
2534
$4.35K ﹤0.01%
602
2535
$4.34K ﹤0.01%
205
+7
2536
$4.34K ﹤0.01%
+133
2537
$4.34K ﹤0.01%
173
-531
2538
$4.34K ﹤0.01%
109
+61
2539
$4.32K ﹤0.01%
75
2540
$4.32K ﹤0.01%
466
-588
2541
$4.31K ﹤0.01%
317
-538
2542
$4.3K ﹤0.01%
111
-9
2543
$4.28K ﹤0.01%
126
2544
$4.25K ﹤0.01%
+552
2545
$4.25K ﹤0.01%
46
2546
$4.25K ﹤0.01%
145
2547
$4.24K ﹤0.01%
318
2548
$4.23K ﹤0.01%
1,000
2549
$4.19K ﹤0.01%
163
2550
$4.18K ﹤0.01%
176
-329
100 101
102
103 104