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
2676
$2.96K ﹤0.01%
111
2677
$2.94K ﹤0.01%
100
2678
$2.94K ﹤0.01%
+2,000
2679
$2.94K ﹤0.01%
213
+198
2680
$2.93K ﹤0.01%
447
2681
$2.92K ﹤0.01%
72
2682
$2.9K ﹤0.01%
34
-414
2683
$2.9K ﹤0.01%
332
-1,098
2684
$2.89K ﹤0.01%
134
-35
2685
$2.88K ﹤0.01%
278
-20
2686
$2.87K ﹤0.01%
265
+70
2687
$2.86K ﹤0.01%
92
+30
2688
$2.86K ﹤0.01%
1,000
2689
$2.86K ﹤0.01%
58
+33
2690
$2.85K ﹤0.01%
115
-123
2691
$2.85K ﹤0.01%
116
-2
2692
$2.81K ﹤0.01%
344
+141
2693
$2.79K ﹤0.01%
750
-3,065
2694
$2.79K ﹤0.01%
109
-65
2695
$2.78K ﹤0.01%
225
-128
2696
$2.78K ﹤0.01%
301
-324
2697
$2.78K ﹤0.01%
170
2698
$2.78K ﹤0.01%
9
-52
2699
$2.77K ﹤0.01%
82
2700
$2.77K ﹤0.01%
357
+234
106 107
108
109 110