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
2876
$1.16K ﹤0.01%
40
2877
$1.16K ﹤0.01%
+181
2878
$1.15K ﹤0.01%
35
2879
$1.15K ﹤0.01%
+60
2880
$1.14K ﹤0.01%
25
2881
$1.12K ﹤0.01%
+44
2882
$1.11K ﹤0.01%
+72
2883
$1.1K ﹤0.01%
17
2884
$1.1K ﹤0.01%
40
2885
$1.1K ﹤0.01%
136
-1,318
2886
$1.1K ﹤0.01%
204
-644
2887
$1.09K ﹤0.01%
29
-3,077
2888
$1.08K ﹤0.01%
44
-29
2889
$1.05K ﹤0.01%
113
-626
2890
$1.03K ﹤0.01%
+14
2891
$1.02K ﹤0.01%
182
+38
2892
$1.02K ﹤0.01%
94
-422
2893
$1.02K ﹤0.01%
242
-139
2894
$1.02K ﹤0.01%
51
2895
$1.02K ﹤0.01%
46
+10
2896
$1.01K ﹤0.01%
269
-4,089
2897
$1K ﹤0.01%
22
-1,350
2898
$990 ﹤0.01%
+40
2899
$980 ﹤0.01%
158
+65
2900
$968 ﹤0.01%
43
-37
114 115
116
117 118