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
2851
$1.71K ﹤0.01%
169
+142
2852
$1.7K ﹤0.01%
3
-4
2853
$1.69K ﹤0.01%
41
+12
2854
$1.67K ﹤0.01%
47
2855
$1.67K ﹤0.01%
107
-21
2856
$1.66K ﹤0.01%
58
2857
$1.66K ﹤0.01%
61
+5
2858
$1.65K ﹤0.01%
86
-247
2859
$1.65K ﹤0.01%
185
-438
2860
$1.64K ﹤0.01%
26
+3
2861
$1.63K ﹤0.01%
5
-2
2862
$1.63K ﹤0.01%
25
+9
2863
$1.63K ﹤0.01%
144
2864
$1.62K ﹤0.01%
9
2865
$1.62K ﹤0.01%
60
+6
2866
$1.62K ﹤0.01%
+480
2867
$1.59K ﹤0.01%
40
2868
$1.58K ﹤0.01%
62
-40
2869
$1.57K ﹤0.01%
30
2870
$1.53K ﹤0.01%
66
+26
2871
$1.53K ﹤0.01%
42
2872
$1.53K ﹤0.01%
71
-13
2873
$1.52K ﹤0.01%
58
+30
2874
$1.49K ﹤0.01%
+14
2875
$1.49K ﹤0.01%
+142
113 114
115
116 117