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
476
$443K 0.01%
12,481
-346
477
$443K 0.01%
14,791
-139
478
$443K 0.01%
3,415
+152
479
$441K 0.01%
3,190
-726
480
$440K 0.01%
1,130
+93
481
$439K 0.01%
1,242
-31
482
$436K 0.01%
37,452
+6,476
483
$435K 0.01%
9,518
-859
484
$434K 0.01%
18,628
+143
485
$434K 0.01%
5,185
+281
486
$433K 0.01%
12,830
-1,753
487
$432K 0.01%
3,289
-258
488
$432K 0.01%
3,155
+386
489
$431K 0.01%
43,163
+19,856
490
$430K 0.01%
2,345
-256
491
$430K 0.01%
6,014
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492
$429K 0.01%
17,730
-456
493
$427K 0.01%
9,365
-347
494
$425K 0.01%
324
-16
495
$425K 0.01%
45,415
+2,406
496
$423K 0.01%
44,727
+26,868
497
$422K 0.01%
18,322
+1,365
498
$419K 0.01%
4,402
-56
499
$419K 0.01%
24,307
-5,670
500
$417K 0.01%
5,370
-20
18 19
20
21 22