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
2626
$3.53K ﹤0.01%
15
-61
2627
$3.53K ﹤0.01%
166
+103
2628
$3.53K ﹤0.01%
52
+15
2629
$3.52K ﹤0.01%
86
2630
$3.51K ﹤0.01%
368
+250
2631
$3.47K ﹤0.01%
32
2632
$3.46K ﹤0.01%
98
-39
2633
$3.46K ﹤0.01%
29
+1
2634
$3.42K ﹤0.01%
92
-1,000
2635
$3.42K ﹤0.01%
349
-269
2636
$3.4K ﹤0.01%
131
+115
2637
$3.34K ﹤0.01%
383
-27
2638
$3.31K ﹤0.01%
524
2639
$3.3K ﹤0.01%
39
+21
2640
$3.29K ﹤0.01%
50
-18
2641
$3.27K ﹤0.01%
75
2642
$3.27K ﹤0.01%
148
2643
$3.25K ﹤0.01%
160
-98
2644
$3.25K ﹤0.01%
189
2645
$3.25K ﹤0.01%
132
2646
$3.24K ﹤0.01%
+292
2647
$3.24K ﹤0.01%
292
2648
$3.23K ﹤0.01%
362
+335
2649
$3.22K ﹤0.01%
+57
2650
$3.21K ﹤0.01%
163
104 105
106
107 108