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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Sells

1 +$263M
2 +$2.46M
3 +$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$1.63K ﹤0.01%
243
2852
$1.63K ﹤0.01%
71
2853
$1.63K ﹤0.01%
+42
2854
$1.62K ﹤0.01%
+163
2855
$1.62K ﹤0.01%
157
2856
$1.61K ﹤0.01%
60
2857
$1.59K ﹤0.01%
763
-260
2858
$1.59K ﹤0.01%
1,031
2859
$1.59K ﹤0.01%
38
2860
$1.58K ﹤0.01%
134
-92
2861
$1.58K ﹤0.01%
26
2862
$1.56K ﹤0.01%
168
-680
2863
$1.55K ﹤0.01%
110
-96
2864
$1.55K ﹤0.01%
10
+3
2865
$1.54K ﹤0.01%
19
2866
$1.54K ﹤0.01%
112
2867
$1.54K ﹤0.01%
12
2868
$1.53K ﹤0.01%
+203
2869
$1.53K ﹤0.01%
+1,000
2870
$1.53K ﹤0.01%
26
-180
2871
$1.53K ﹤0.01%
25
+22
2872
$1.52K ﹤0.01%
1,003
2873
$1.49K ﹤0.01%
31
2874
$1.49K ﹤0.01%
158
-16
2875
$1.49K ﹤0.01%
+60