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
376
$617K 0.02%
1,396
+163
377
$616K 0.02%
15,962
-309
378
$614K 0.02%
21,339
+1,115
379
$613K 0.02%
5,054
+25
380
$612K 0.02%
18,426
-4,256
381
$609K 0.02%
13,866
+136
382
$607K 0.02%
1,652
-20
383
$602K 0.02%
10,800
+984
384
$602K 0.02%
6,662
-884
385
$600K 0.02%
6,795
-1,281
386
$597K 0.02%
22,110
+2,203
387
$589K 0.02%
19,189
+1,559
388
$583K 0.01%
17,277
389
$581K 0.01%
13,607
+250
390
$579K 0.01%
70,125
+5,710
391
$578K 0.01%
10,085
-1,181
392
$576K 0.01%
15,167
+1,380
393
$576K 0.01%
7,124
+622
394
$574K 0.01%
2,540
-60
395
$573K 0.01%
19,620
+2,281
396
$572K 0.01%
212
397
$572K 0.01%
2,971
+471
398
$572K 0.01%
1,138
-52
399
$570K 0.01%
41,192
+3,481
400
$569K 0.01%
2,333
-45
14 15
16
17 18