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
2926
$1.16K ﹤0.01%
+506
2927
$1.16K ﹤0.01%
7
+6
2928
$1.16K ﹤0.01%
22
-4
2929
$1.15K ﹤0.01%
17
-373
2930
$1.15K ﹤0.01%
60
+6
2931
$1.15K ﹤0.01%
47
2932
$1.14K ﹤0.01%
136
2933
$1.13K ﹤0.01%
30
2934
$1.13K ﹤0.01%
+24
2935
$1.13K ﹤0.01%
39
2936
$1.12K ﹤0.01%
113
+3
2937
$1.12K ﹤0.01%
130
+2
2938
$1.11K ﹤0.01%
47
+1
2939
$1.11K ﹤0.01%
110
-152
2940
$1.1K ﹤0.01%
50
2941
$1.1K ﹤0.01%
35
-13
2942
$1.09K ﹤0.01%
+104
2943
$1.09K ﹤0.01%
25
+10
2944
$1.09K ﹤0.01%
104
+2
2945
$1.09K ﹤0.01%
19
-189
2946
$1.08K ﹤0.01%
+221
2947
$1.08K ﹤0.01%
48
2948
$1.08K ﹤0.01%
44
-3
2949
$1.08K ﹤0.01%
80
-37
2950
$1.07K ﹤0.01%
35
116 117
118
119 120