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
2876
$1.48K ﹤0.01%
97
+18
2877
$1.48K ﹤0.01%
134
-188
2878
$1.47K ﹤0.01%
214
-1,147
2879
$1.46K ﹤0.01%
130
+25
2880
$1.45K ﹤0.01%
77
-30
2881
$1.45K ﹤0.01%
59
-1,241
2882
$1.44K ﹤0.01%
37
+25
2883
$1.44K ﹤0.01%
55
2884
$1.43K ﹤0.01%
41
-124
2885
$1.43K ﹤0.01%
24
+6
2886
$1.43K ﹤0.01%
55
2887
$1.43K ﹤0.01%
166
2888
$1.42K ﹤0.01%
96
+2
2889
$1.41K ﹤0.01%
105
2890
$1.4K ﹤0.01%
52
-6
2891
$1.4K ﹤0.01%
29
-4
2892
$1.4K ﹤0.01%
108
-75
2893
$1.4K ﹤0.01%
300
2894
$1.4K ﹤0.01%
6
-2
2895
$1.39K ﹤0.01%
15
+11
2896
$1.39K ﹤0.01%
42
-207
2897
$1.39K ﹤0.01%
28
-259
2898
$1.39K ﹤0.01%
40
-383
2899
$1.38K ﹤0.01%
+43
2900
$1.37K ﹤0.01%
118
-31
114 115
116
117 118