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
351
$682K 0.02%
9,871
-332
352
$682K 0.02%
13,721
-749
353
$682K 0.02%
5,488
-48
354
$678K 0.02%
5,399
-521
355
$676K 0.02%
1,959
+25
356
$676K 0.02%
3,995
-401
357
$663K 0.02%
86,339
+1,709
358
$660K 0.02%
6,981
+186
359
$659K 0.02%
8,883
+4,517
360
$658K 0.02%
13,157
-559
361
$656K 0.02%
15,574
-1,290
362
$655K 0.02%
8,480
+127
363
$649K 0.02%
1,458
+42
364
$638K 0.02%
6,366
+291
365
$637K 0.02%
1,551
-16
366
$633K 0.02%
11,201
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367
$628K 0.02%
3,750
-62
368
$626K 0.02%
11,029
-813
369
$625K 0.02%
10,460
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370
$624K 0.02%
19,300
+289
371
$624K 0.02%
7,455
-1,405
372
$622K 0.02%
4,685
+940
373
$620K 0.02%
3,844
374
$618K 0.02%
15,164
-886
375
$618K 0.02%
36,367
+5,390
13 14
15
16 17