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
2651
$3.2K ﹤0.01%
45
+16
2652
$3.19K ﹤0.01%
308
-547
2653
$3.16K ﹤0.01%
1,216
+16
2654
$3.15K ﹤0.01%
2,916
+2,537
2655
$3.15K ﹤0.01%
162
2656
$3.12K ﹤0.01%
149
-57
2657
$3.1K ﹤0.01%
124
-10
2658
$3.1K ﹤0.01%
20
-31
2659
$3.09K ﹤0.01%
67
-12
2660
$3.09K ﹤0.01%
+115
2661
$3.06K ﹤0.01%
327
2662
$3.04K ﹤0.01%
20
2663
$3.04K ﹤0.01%
184
-39
2664
$3.03K ﹤0.01%
18
-5
2665
$3.03K ﹤0.01%
113
+14
2666
$3.02K ﹤0.01%
160
+99
2667
$3.01K ﹤0.01%
23
+12
2668
$3K ﹤0.01%
78
-69
2669
$3K ﹤0.01%
62
+5
2670
$2.98K ﹤0.01%
250
2671
$2.98K ﹤0.01%
323
+310
2672
$2.97K ﹤0.01%
115
-714
2673
$2.97K ﹤0.01%
125
-256
2674
$2.96K ﹤0.01%
553
-970
2675
$2.96K ﹤0.01%
87
-312
105 106
107
108 109