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
2751
$2.03K ﹤0.01%
23
-44
2752
$2.03K ﹤0.01%
189
+18
2753
$2.02K ﹤0.01%
127
+77
2754
$2.02K ﹤0.01%
5
2755
$1.99K ﹤0.01%
46
+1
2756
$1.99K ﹤0.01%
47
2757
$1.99K ﹤0.01%
48
2758
$1.98K ﹤0.01%
600
2759
$1.97K ﹤0.01%
55
2760
$1.97K ﹤0.01%
58
2761
$1.96K ﹤0.01%
81
-386
2762
$1.95K ﹤0.01%
77
2763
$1.94K ﹤0.01%
95
2764
$1.93K ﹤0.01%
+85
2765
$1.92K ﹤0.01%
174
-323
2766
$1.9K ﹤0.01%
121
+84
2767
$1.89K ﹤0.01%
2,500
-10,655
2768
$1.89K ﹤0.01%
61
-521
2769
$1.88K ﹤0.01%
39
-61
2770
$1.87K ﹤0.01%
53
2771
$1.85K ﹤0.01%
+91
2772
$1.84K ﹤0.01%
28
+1
2773
$1.83K ﹤0.01%
146
-120
2774
$1.83K ﹤0.01%
+14
2775
$1.8K ﹤0.01%
51
+6
109 110
111
112 113