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
2551
$4.39K ﹤0.01%
217
-1,396
2552
$4.38K ﹤0.01%
90
-7
2553
$4.38K ﹤0.01%
146
+60
2554
$4.38K ﹤0.01%
239
+162
2555
$4.38K ﹤0.01%
941
+817
2556
$4.37K ﹤0.01%
440
2557
$4.36K ﹤0.01%
52
-24
2558
$4.36K ﹤0.01%
842
-58
2559
$4.35K ﹤0.01%
+1,335
2560
$4.35K ﹤0.01%
133
-213
2561
$4.34K ﹤0.01%
169
+31
2562
$4.34K ﹤0.01%
193
+120
2563
$4.33K ﹤0.01%
285
2564
$4.3K ﹤0.01%
137
2565
$4.27K ﹤0.01%
131
+88
2566
$4.26K ﹤0.01%
104
2567
$4.25K ﹤0.01%
517
+15
2568
$4.25K ﹤0.01%
173
-632
2569
$4.23K ﹤0.01%
318
2570
$4.22K ﹤0.01%
324
-776
2571
$4.21K ﹤0.01%
2,136
2572
$4.16K ﹤0.01%
213
+125
2573
$4.16K ﹤0.01%
100
2574
$4.15K ﹤0.01%
115
-1,024
2575
$4.14K ﹤0.01%
802
101 102
103
104 105