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
401
$568K 0.01%
2,986
+187
402
$563K 0.01%
111,105
+15,290
403
$560K 0.01%
20,472
+3,824
404
$556K 0.01%
4,586
+1,348
405
$555K 0.01%
6,793
-617
406
$550K 0.01%
6,781
+1,476
407
$550K 0.01%
7,160
+132
408
$548K 0.01%
2,791
-151
409
$547K 0.01%
28,506
+27,627
410
$546K 0.01%
3,831
+140
411
$546K 0.01%
18,610
+1,035
412
$545K 0.01%
4,337
+5
413
$544K 0.01%
32,381
-1,393
414
$541K 0.01%
12,235
-890
415
$541K 0.01%
24,700
+13,058
416
$540K 0.01%
4,819
+52
417
$540K 0.01%
2,471
+103
418
$540K 0.01%
8,621
+144
419
$538K 0.01%
7,642
+138
420
$534K 0.01%
3,713
+230
421
$530K 0.01%
3,122
+1,251
422
$529K 0.01%
15,694
-7,605
423
$529K 0.01%
4,694
+137
424
$526K 0.01%
26,795
-263
425
$526K 0.01%
2,389
-747
15 16
17
18 19