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
301
$815K 0.02%
9,092
+431
302
$812K 0.02%
4,336
-3
303
$810K 0.02%
11,886
+852
304
$800K 0.02%
104,007
+1,975
305
$795K 0.02%
14,921
+190
306
$786K 0.02%
12,017
-734
307
$780K 0.02%
11,851
+65
308
$780K 0.02%
4,176
+521
309
$776K 0.02%
44,469
+18,123
310
$776K 0.02%
7,363
-18
311
$775K 0.02%
3,446
-19
312
$774K 0.02%
8,873
+145
313
$770K 0.02%
2,367
+58
314
$768K 0.02%
9,104
-775
315
$767K 0.02%
979
+74
316
$765K 0.02%
4,725
-114
317
$764K 0.02%
5,248
+230
318
$762K 0.02%
16,724
+704
319
$760K 0.02%
9,260
+327
320
$760K 0.02%
3,042
-262
321
$760K 0.02%
1,566
+38
322
$755K 0.02%
7,817
-68
323
$748K 0.02%
12,122
+120
324
$739K 0.02%
6,143
-1,242
325
$737K 0.02%
28,017
-264
11 12
13
14 15