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
2951
$1.07K ﹤0.01%
111
-511
2952
$1.06K ﹤0.01%
287
+207
2953
$1.06K ﹤0.01%
422
-2,858
2954
$1.05K ﹤0.01%
22
-31
2955
$1.05K ﹤0.01%
25
+17
2956
$1.03K ﹤0.01%
51
2957
$1.03K ﹤0.01%
268
+224
2958
$1.03K ﹤0.01%
34
-35
2959
$1.03K ﹤0.01%
92
-30
2960
$1.02K ﹤0.01%
43
+40
2961
$1.02K ﹤0.01%
63
2962
$1.02K ﹤0.01%
31
-119
2963
$1.02K ﹤0.01%
3
2964
$1.01K ﹤0.01%
57
-31
2965
$1.01K ﹤0.01%
600
2966
$1.01K ﹤0.01%
+42
2967
$1K ﹤0.01%
+75
2968
$998 ﹤0.01%
250
-94
2969
$983 ﹤0.01%
15
-35
2970
$980 ﹤0.01%
27
-9
2971
$973 ﹤0.01%
12
-100
2972
$965 ﹤0.01%
500
2973
$959 ﹤0.01%
22
-246
2974
$951 ﹤0.01%
20
2975
$950 ﹤0.01%
23
-53
117 118
119
120 121