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
2876
$1.48K ﹤0.01%
98
-23
2877
$1.47K ﹤0.01%
22
-27
2878
$1.44K ﹤0.01%
27
+15
2879
$1.44K ﹤0.01%
282
-187
2880
$1.43K ﹤0.01%
38
+1
2881
$1.43K ﹤0.01%
213
-178
2882
$1.42K ﹤0.01%
11
2883
$1.41K ﹤0.01%
+55
2884
$1.4K ﹤0.01%
38
-1
2885
$1.38K ﹤0.01%
+232
2886
$1.37K ﹤0.01%
41
2887
$1.37K ﹤0.01%
79
2888
$1.37K ﹤0.01%
43
+18
2889
$1.36K ﹤0.01%
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2890
$1.36K ﹤0.01%
60
2891
$1.36K ﹤0.01%
27
+1
2892
$1.35K ﹤0.01%
+2
2893
$1.33K ﹤0.01%
1,672
2894
$1.33K ﹤0.01%
+43
2895
$1.31K ﹤0.01%
17
2896
$1.29K ﹤0.01%
181
2897
$1.29K ﹤0.01%
53
-127
2898
$1.28K ﹤0.01%
60
2899
$1.28K ﹤0.01%
36
-546
2900
$1.27K ﹤0.01%
105
+3