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
2901
$1.35K ﹤0.01%
59
+31
2902
$1.33K ﹤0.01%
40
+1
2903
$1.33K ﹤0.01%
418
+360
2904
$1.33K ﹤0.01%
132
-250
2905
$1.33K ﹤0.01%
205
+5
2906
$1.32K ﹤0.01%
58
+2
2907
$1.31K ﹤0.01%
27
2908
$1.31K ﹤0.01%
7
-393
2909
$1.3K ﹤0.01%
30
2910
$1.3K ﹤0.01%
40
2911
$1.26K ﹤0.01%
+103
2912
$1.25K ﹤0.01%
69
+2
2913
$1.25K ﹤0.01%
7
-2
2914
$1.25K ﹤0.01%
+18
2915
$1.24K ﹤0.01%
48
2916
$1.24K ﹤0.01%
77
2917
$1.22K ﹤0.01%
108
2918
$1.22K ﹤0.01%
44
-8
2919
$1.21K ﹤0.01%
+15
2920
$1.2K ﹤0.01%
31
-235
2921
$1.19K ﹤0.01%
96
+3
2922
$1.19K ﹤0.01%
79
2923
$1.19K ﹤0.01%
53
2924
$1.18K ﹤0.01%
88
-12
2925
$1.17K ﹤0.01%
28
+3
115 116
117
118 119