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
2601
$3.84K ﹤0.01%
334
-1,541
2602
$3.83K ﹤0.01%
+87
2603
$3.83K ﹤0.01%
40
-17
2604
$3.81K ﹤0.01%
100
2605
$3.81K ﹤0.01%
17
+2
2606
$3.79K ﹤0.01%
219
+2
2607
$3.78K ﹤0.01%
131
-156
2608
$3.74K ﹤0.01%
227
+23
2609
$3.74K ﹤0.01%
75
+6
2610
$3.73K ﹤0.01%
+500
2611
$3.72K ﹤0.01%
106
-247
2612
$3.69K ﹤0.01%
171
-284
2613
$3.68K ﹤0.01%
214
+72
2614
$3.66K ﹤0.01%
60
2615
$3.65K ﹤0.01%
173
+138
2616
$3.63K ﹤0.01%
68
2617
$3.63K ﹤0.01%
51
-16
2618
$3.61K ﹤0.01%
70
+44
2619
$3.59K ﹤0.01%
139
2620
$3.59K ﹤0.01%
750
+710
2621
$3.59K ﹤0.01%
252
2622
$3.57K ﹤0.01%
300
2623
$3.55K ﹤0.01%
703
-90
2624
$3.55K ﹤0.01%
2,590
-1,494
2625
$3.54K ﹤0.01%
148
-2
103 104
105
106 107