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
426
$524K 0.01%
12,978
+4,647
427
$522K 0.01%
2,658
-679
428
$522K 0.01%
7,985
+1,152
429
$521K 0.01%
3,531
+255
430
$516K 0.01%
8,737
+99
431
$514K 0.01%
4,454
+115
432
$514K 0.01%
4,870
+2,333
433
$513K 0.01%
8,576
+477
434
$513K 0.01%
2,268
+55
435
$509K 0.01%
5,151
+400
436
$509K 0.01%
3,968
+330
437
$506K 0.01%
1,078
-118
438
$501K 0.01%
24,917
+2,285
439
$501K 0.01%
3,498
+67
440
$499K 0.01%
16,505
+5
441
$499K 0.01%
7,489
-3,813
442
$498K 0.01%
18,344
443
$496K 0.01%
3,267
-102
444
$495K 0.01%
2,202
+214
445
$494K 0.01%
5,864
-1,497
446
$489K 0.01%
6,681
-302
447
$487K 0.01%
4,348
-579
448
$486K 0.01%
1,472
+1
449
$485K 0.01%
18,042
+3,043
450
$484K 0.01%
11,199
+25
16 17
18
19 20