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
451
$481K 0.01%
14,550
+1,135
452
$479K 0.01%
1,972
453
$478K 0.01%
4,585
+270
454
$478K 0.01%
8,231
-74
455
$477K 0.01%
3,233
+61
456
$477K 0.01%
4,309
+41
457
$473K 0.01%
4,936
+48
458
$472K 0.01%
7,224
+170
459
$471K 0.01%
19,872
+1,003
460
$468K 0.01%
10,977
-1,081
461
$468K 0.01%
7,524
-894
462
$466K 0.01%
30,366
+1,058
463
$464K 0.01%
7,902
+685
464
$463K 0.01%
10,392
-3,306
465
$462K 0.01%
517
+27
466
$461K 0.01%
28,724
+371
467
$460K 0.01%
10,819
-278
468
$457K 0.01%
6,444
+151
469
$457K 0.01%
8,824
+623
470
$453K 0.01%
8,667
+40
471
$453K 0.01%
6,244
+10
472
$447K 0.01%
4,380
-181
473
$446K 0.01%
8,627
+390
474
$443K 0.01%
4,586
+355
475
$443K 0.01%
144,336
+31,145
17 18
19
20 21