S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.33B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,335
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$24.5M
3
+$19.5M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$16.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Top Sells

1
+$8.82M
2
+$6.6M
3
+$5.95M
4
BND icon
Vanguard Total Bond Market
BND
+$5.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.76M

Sector Composition

1 Technology 7.84%
2 Financials 4.03%
3 Consumer Discretionary 4.03%
4 Healthcare 3.31%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$493K 0.01%
4,311
-110
477
$493K 0.01%
13,732
-1,315
478
$492K 0.01%
2,640
-388
479
$491K 0.01%
846
+1
480
$490K 0.01%
13,650
-4,552
481
$490K 0.01%
20,273
+660
482
$487K 0.01%
5,223
+334
483
$485K 0.01%
3,554
-1,220
484
$483K 0.01%
16,541
-1,803
485
$482K 0.01%
10,716
+23
486
$482K 0.01%
6,448
+217
487
$481K 0.01%
2,792
-97
488
$480K 0.01%
11,155
+3,910
489
$478K 0.01%
14,859
-755
490
$476K 0.01%
7,341
+2,806
491
$475K 0.01%
14,678
+1,782
492
$474K 0.01%
391
+61
493
$469K 0.01%
3,486
+398
494
$468K 0.01%
6,836
-1,939
495
$464K 0.01%
7,364
+3,507
496
$461K 0.01%
3,196
+403
497
$460K 0.01%
6,556
-353
498
$458K 0.01%
6,261
+1,065
499
$456K 0.01%
3,606
+571
500
$454K 0.01%
5,393
-829
18 19
20
21 22