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
2776
$2.16K ﹤0.01%
54
-450
2777
$2.16K ﹤0.01%
+40
2778
$2.15K ﹤0.01%
+1,035
2779
$2.15K ﹤0.01%
65
+44
2780
$2.14K ﹤0.01%
44
2781
$2.14K ﹤0.01%
1,003
2782
$2.13K ﹤0.01%
399
2783
$2.13K ﹤0.01%
164
-261
2784
$2.12K ﹤0.01%
376
+200
2785
$2.12K ﹤0.01%
77
2786
$2.11K ﹤0.01%
52
2787
$2.11K ﹤0.01%
40
-281
2788
$2.11K ﹤0.01%
92
+21
2789
$2.09K ﹤0.01%
80
-381
2790
$2.09K ﹤0.01%
750
+704
2791
$2.09K ﹤0.01%
68
2792
$2.08K ﹤0.01%
63
+10
2793
$2.08K ﹤0.01%
37
2794
$2.07K ﹤0.01%
380
-427
2795
$2.07K ﹤0.01%
+85
2796
$2.06K ﹤0.01%
2,000
-150
2797
$2.06K ﹤0.01%
10
2798
$2.05K ﹤0.01%
38
2799
$2.05K ﹤0.01%
131
+109
2800
$2.04K ﹤0.01%
30
110 111
112
113 114