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
2801
$2.01K ﹤0.01%
+61
2802
$2K ﹤0.01%
229
2803
$1.99K ﹤0.01%
+41
2804
$1.98K ﹤0.01%
+19
2805
$1.97K ﹤0.01%
161
+88
2806
$1.95K ﹤0.01%
247
+183
2807
$1.94K ﹤0.01%
70
-14
2808
$1.93K ﹤0.01%
38
-1,698
2809
$1.93K ﹤0.01%
161
-114
2810
$1.92K ﹤0.01%
180
+140
2811
$1.92K ﹤0.01%
+100
2812
$1.92K ﹤0.01%
500
2813
$1.91K ﹤0.01%
+54
2814
$1.9K ﹤0.01%
66
+16
2815
$1.9K ﹤0.01%
190
2816
$1.9K ﹤0.01%
+53
2817
$1.89K ﹤0.01%
14
2818
$1.86K ﹤0.01%
111
+55
2819
$1.86K ﹤0.01%
222
2820
$1.85K ﹤0.01%
43
-38
2821
$1.85K ﹤0.01%
95
-39
2822
$1.84K ﹤0.01%
213
2823
$1.84K ﹤0.01%
10
2824
$1.83K ﹤0.01%
45
+1
2825
$1.83K ﹤0.01%
39
+8
111 112
113
114 115