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
2751
$2.36K ﹤0.01%
213
+180
2752
$2.36K ﹤0.01%
120
+20
2753
$2.36K ﹤0.01%
155
+65
2754
$2.35K ﹤0.01%
92
+5
2755
$2.34K ﹤0.01%
416
-309
2756
$2.34K ﹤0.01%
87
-160
2757
$2.33K ﹤0.01%
+30
2758
$2.32K ﹤0.01%
47
+13
2759
$2.31K ﹤0.01%
+19
2760
$2.3K ﹤0.01%
62
2761
$2.29K ﹤0.01%
54
2762
$2.29K ﹤0.01%
84
+72
2763
$2.29K ﹤0.01%
16
+10
2764
$2.27K ﹤0.01%
75
2765
$2.25K ﹤0.01%
119
+72
2766
$2.25K ﹤0.01%
25
2767
$2.25K ﹤0.01%
257
+154
2768
$2.24K ﹤0.01%
98
2769
$2.24K ﹤0.01%
68
-1,501
2770
$2.24K ﹤0.01%
33
-147
2771
$2.24K ﹤0.01%
14
-1
2772
$2.21K ﹤0.01%
60
+9
2773
$2.18K ﹤0.01%
+75
2774
$2.18K ﹤0.01%
1,432
-1,738
2775
$2.18K ﹤0.01%
58
+7
109 110
111
112 113