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
526
$390K 0.01%
12,203
527
$390K 0.01%
6,910
-71
528
$390K 0.01%
2,026
-41
529
$390K 0.01%
28,390
+8,982
530
$388K 0.01%
48,546
+3,481
531
$386K 0.01%
7,743
+47
532
$385K 0.01%
6,677
+3,344
533
$384K 0.01%
5,044
-66
534
$384K 0.01%
25,512
+11,558
535
$383K 0.01%
1,115
+2
536
$381K 0.01%
94,601
+14,034
537
$379K 0.01%
3,477
+305
538
$377K 0.01%
4,106
+611
539
$377K 0.01%
1,076
-52
540
$377K 0.01%
11,104
+1,123
541
$377K 0.01%
2,635
-158
542
$375K 0.01%
4,839
+446
543
$375K 0.01%
6,315
-140
544
$374K 0.01%
9,287
+3,021
545
$372K 0.01%
12,461
546
$371K 0.01%
1,271
-109
547
$370K 0.01%
6,417
+967
548
$370K 0.01%
12,899
-29
549
$367K 0.01%
7,290
+139
550
$366K 0.01%
6,245
+2,874
20 21
22
23 24