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
2701
$2.77K ﹤0.01%
104
-124
2702
$2.76K ﹤0.01%
71
-38
2703
$2.76K ﹤0.01%
87
2704
$2.74K ﹤0.01%
+482
2705
$2.74K ﹤0.01%
63
-25
2706
$2.72K ﹤0.01%
29
+10
2707
$2.72K ﹤0.01%
+500
2708
$2.71K ﹤0.01%
+336
2709
$2.71K ﹤0.01%
100
+58
2710
$2.7K ﹤0.01%
187
-1,404
2711
$2.7K ﹤0.01%
+100
2712
$2.7K ﹤0.01%
361
-431
2713
$2.69K ﹤0.01%
19
-6
2714
$2.67K ﹤0.01%
602
2715
$2.65K ﹤0.01%
47
+4
2716
$2.65K ﹤0.01%
66
-14
2717
$2.65K ﹤0.01%
83
-31
2718
$2.63K ﹤0.01%
+300
2719
$2.63K ﹤0.01%
442
+400
2720
$2.62K ﹤0.01%
60
-8
2721
$2.61K ﹤0.01%
68
+25
2722
$2.61K ﹤0.01%
126
2723
$2.6K ﹤0.01%
89
+17
2724
$2.6K ﹤0.01%
110
2725
$2.6K ﹤0.01%
25
107 108
109
110 111