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
2826
$1.83K ﹤0.01%
43
2827
$1.83K ﹤0.01%
38
-24
2828
$1.83K ﹤0.01%
45
-25
2829
$1.82K ﹤0.01%
126
2830
$1.82K ﹤0.01%
57
+50
2831
$1.82K ﹤0.01%
172
+11
2832
$1.82K ﹤0.01%
361
2833
$1.81K ﹤0.01%
24
2834
$1.81K ﹤0.01%
95
+7
2835
$1.81K ﹤0.01%
374
-215
2836
$1.8K ﹤0.01%
+300
2837
$1.79K ﹤0.01%
27
2838
$1.78K ﹤0.01%
41
-18
2839
$1.78K ﹤0.01%
63
-12
2840
$1.78K ﹤0.01%
85
-229
2841
$1.77K ﹤0.01%
+48
2842
$1.77K ﹤0.01%
+80
2843
$1.76K ﹤0.01%
27
2844
$1.76K ﹤0.01%
97
+38
2845
$1.73K ﹤0.01%
165
2846
$1.73K ﹤0.01%
167
-10
2847
$1.72K ﹤0.01%
62
2848
$1.72K ﹤0.01%
12
+8
2849
$1.72K ﹤0.01%
11
2850
$1.72K ﹤0.01%
25
-2
112 113
114
115 116