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
2826
$1.5K ﹤0.01%
41
-129
2827
$1.5K ﹤0.01%
79
2828
$1.49K ﹤0.01%
66
-6
2829
$1.48K ﹤0.01%
24
2830
$1.47K ﹤0.01%
11
2831
$1.47K ﹤0.01%
33
-10
2832
$1.46K ﹤0.01%
41
2833
$1.45K ﹤0.01%
132
2834
$1.44K ﹤0.01%
38
+13
2835
$1.42K ﹤0.01%
41
2836
$1.42K ﹤0.01%
42
2837
$1.41K ﹤0.01%
19
-41
2838
$1.41K ﹤0.01%
19
2839
$1.41K ﹤0.01%
120
+3
2840
$1.41K ﹤0.01%
2,241
-2,000
2841
$1.4K ﹤0.01%
31
2842
$1.4K ﹤0.01%
37
2843
$1.39K ﹤0.01%
136
2844
$1.38K ﹤0.01%
83
+72
2845
$1.37K ﹤0.01%
27
2846
$1.36K ﹤0.01%
39
2847
$1.35K ﹤0.01%
109
-25
2848
$1.35K ﹤0.01%
15
-13
2849
$1.35K ﹤0.01%
360
-624
2850
$1.35K ﹤0.01%
63
112 113
114
115 116