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
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$119M
3
+$16M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.35M

Top Sells

1
+$142M
2
+$76.6M
3
+$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$1.9K ﹤0.01%
79
+38
2877
$1.9K ﹤0.01%
8
2878
$1.9K ﹤0.01%
1,708
2879
$1.89K ﹤0.01%
30
2880
$1.89K ﹤0.01%
87
+16
2881
$1.88K ﹤0.01%
+638
2882
$1.87K ﹤0.01%
100
2883
$1.86K ﹤0.01%
+105
2884
$1.86K ﹤0.01%
471
-2,328
2885
$1.83K ﹤0.01%
279
-403
2886
$1.83K ﹤0.01%
197
+67
2887
$1.83K ﹤0.01%
+76
2888
$1.8K ﹤0.01%
417
+235
2889
$1.77K ﹤0.01%
+56
2890
$1.76K ﹤0.01%
+121
2891
$1.76K ﹤0.01%
152
2892
$1.76K ﹤0.01%
363
+196
2893
$1.76K ﹤0.01%
1,000
2894
$1.76K ﹤0.01%
19
2895
$1.76K ﹤0.01%
232
-219
2896
$1.75K ﹤0.01%
53
-71
2897
$1.75K ﹤0.01%
+36
2898
$1.75K ﹤0.01%
35
2899
$1.75K ﹤0.01%
71
-24
2900
$1.73K ﹤0.01%
+49
114 115
116
117 118