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
2651
$3.01K ﹤0.01%
19
2652
$2.98K ﹤0.01%
54
2653
$2.96K ﹤0.01%
194
-450
2654
$2.94K ﹤0.01%
148
-188
2655
$2.94K ﹤0.01%
401
-233
2656
$2.9K ﹤0.01%
33
2657
$2.9K ﹤0.01%
63
-9
2658
$2.87K ﹤0.01%
70
2659
$2.87K ﹤0.01%
81
-397
2660
$2.86K ﹤0.01%
471
-2,298
2661
$2.86K ﹤0.01%
+700
2662
$2.86K ﹤0.01%
+500
2663
$2.83K ﹤0.01%
60
2664
$2.82K ﹤0.01%
77
+29
2665
$2.8K ﹤0.01%
82
-503
2666
$2.8K ﹤0.01%
218
+112
2667
$2.79K ﹤0.01%
200
+153
2668
$2.78K ﹤0.01%
910
-43,577
2669
$2.76K ﹤0.01%
25
2670
$2.75K ﹤0.01%
127
+48
2671
$2.74K ﹤0.01%
+150
2672
$2.74K ﹤0.01%
264
-555
2673
$2.73K ﹤0.01%
1,023
-2,294
2674
$2.73K ﹤0.01%
+97
2675
$2.72K ﹤0.01%
14
-1
105 106
107
108 109