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
2676
$2.72K ﹤0.01%
70
2677
$2.72K ﹤0.01%
30
2678
$2.71K ﹤0.01%
+231
2679
$2.71K ﹤0.01%
275
+270
2680
$2.71K ﹤0.01%
98
+73
2681
$2.7K ﹤0.01%
92
2682
$2.68K ﹤0.01%
46
-211
2683
$2.68K ﹤0.01%
113
-479
2684
$2.65K ﹤0.01%
37
-139
2685
$2.65K ﹤0.01%
+155
2686
$2.65K ﹤0.01%
68
2687
$2.64K ﹤0.01%
182
-338
2688
$2.64K ﹤0.01%
255
-338
2689
$2.64K ﹤0.01%
175
2690
$2.59K ﹤0.01%
176
+56
2691
$2.59K ﹤0.01%
96
-96
2692
$2.58K ﹤0.01%
111
2693
$2.57K ﹤0.01%
180
+24
2694
$2.56K ﹤0.01%
350
2695
$2.55K ﹤0.01%
768
2696
$2.54K ﹤0.01%
+391
2697
$2.54K ﹤0.01%
47
2698
$2.52K ﹤0.01%
+274
2699
$2.51K ﹤0.01%
152
+107
2700
$2.5K ﹤0.01%
224
+177
106 107
108
109 110