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
2576
$3.87K ﹤0.01%
60
2577
$3.86K ﹤0.01%
69
-170
2578
$3.85K ﹤0.01%
292
2579
$3.83K ﹤0.01%
407
-623
2580
$3.83K ﹤0.01%
+483
2581
$3.82K ﹤0.01%
77
-59
2582
$3.8K ﹤0.01%
406
-9
2583
$3.77K ﹤0.01%
75
2584
$3.75K ﹤0.01%
53
+16
2585
$3.75K ﹤0.01%
494
+95
2586
$3.73K ﹤0.01%
49
-86
2587
$3.72K ﹤0.01%
342
+155
2588
$3.7K ﹤0.01%
37
+1
2589
$3.69K ﹤0.01%
86
2590
$3.68K ﹤0.01%
159
-74
2591
$3.65K ﹤0.01%
+94
2592
$3.64K ﹤0.01%
116
+40
2593
$3.64K ﹤0.01%
77
2594
$3.62K ﹤0.01%
72
2595
$3.62K ﹤0.01%
+300
2596
$3.61K ﹤0.01%
100
2597
$3.61K ﹤0.01%
66
-143
2598
$3.61K ﹤0.01%
28
2599
$3.6K ﹤0.01%
+16
2600
$3.6K ﹤0.01%
84
102 103
104
105 106