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
2576
$4.12K ﹤0.01%
324
+47
2577
$4.09K ﹤0.01%
141
+38
2578
$4.07K ﹤0.01%
166
-106
2579
$4.06K ﹤0.01%
1,000
2580
$4.05K ﹤0.01%
335
-40
2581
$4.05K ﹤0.01%
+167
2582
$4.03K ﹤0.01%
107
2583
$4.02K ﹤0.01%
427
-71
2584
$4.02K ﹤0.01%
151
-20
2585
$4.01K ﹤0.01%
50
2586
$4K ﹤0.01%
277
2587
$3.99K ﹤0.01%
43
-86
2588
$3.98K ﹤0.01%
222
2589
$3.98K ﹤0.01%
215
-681
2590
$3.96K ﹤0.01%
1,000
2591
$3.95K ﹤0.01%
229
+93
2592
$3.94K ﹤0.01%
+150
2593
$3.94K ﹤0.01%
87
-57
2594
$3.92K ﹤0.01%
126
-75
2595
$3.91K ﹤0.01%
309
2596
$3.89K ﹤0.01%
450
+73
2597
$3.88K ﹤0.01%
34
-90
2598
$3.86K ﹤0.01%
96
-12
2599
$3.86K ﹤0.01%
210
2600
$3.85K ﹤0.01%
34
+31
102 103
104
105 106