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
251
$967K 0.02%
28,922
+1,669
252
$965K 0.02%
19,636
+748
253
$964K 0.02%
36,978
-32
254
$955K 0.02%
22,130
+3,765
255
$954K 0.02%
5,196
+201
256
$953K 0.02%
56,302
-100
257
$953K 0.02%
10,802
-817
258
$952K 0.02%
4,978
-252
259
$952K 0.02%
10,093
+354
260
$951K 0.02%
26,122
+1,224
261
$950K 0.02%
17,452
+12
262
$946K 0.02%
6,850
+726
263
$943K 0.02%
5,102
-188
264
$942K 0.02%
3,144
+68
265
$940K 0.02%
10,396
-1,206
266
$938K 0.02%
12,404
267
$921K 0.02%
5,791
+21
268
$915K 0.02%
22,592
-28
269
$915K 0.02%
10,122
-83
270
$914K 0.02%
8,084
+691
271
$914K 0.02%
1,159
-8
272
$911K 0.02%
14,687
+1,042
273
$911K 0.02%
24,422
+1,877
274
$908K 0.02%
25,469
-4,518
275
$907K 0.02%
6,063
+18
9 10
11
12 13