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
2776
$1.8K ﹤0.01%
400
-354
2777
$1.8K ﹤0.01%
75
-10
2778
$1.78K ﹤0.01%
88
2779
$1.78K ﹤0.01%
62
2780
$1.77K ﹤0.01%
199
+118
2781
$1.77K ﹤0.01%
172
2782
$1.76K ﹤0.01%
23
-39
2783
$1.76K ﹤0.01%
105
2784
$1.76K ﹤0.01%
25
-1
2785
$1.76K ﹤0.01%
45
+35
2786
$1.76K ﹤0.01%
27
2787
$1.74K ﹤0.01%
206
+5
2788
$1.74K ﹤0.01%
50
-259
2789
$1.74K ﹤0.01%
235
-229
2790
$1.73K ﹤0.01%
+71
2791
$1.73K ﹤0.01%
20
+11
2792
$1.72K ﹤0.01%
153
+5
2793
$1.72K ﹤0.01%
80
-64
2794
$1.71K ﹤0.01%
50
2795
$1.7K ﹤0.01%
+1,126
2796
$1.69K ﹤0.01%
112
+93
2797
$1.68K ﹤0.01%
60
2798
$1.66K ﹤0.01%
30
2799
$1.66K ﹤0.01%
243
2800
$1.65K ﹤0.01%
157
-46
110 111
112
113 114