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
551
$365K 0.01%
1,136
+14
552
$363K 0.01%
7,449
+47
553
$363K 0.01%
17,975
+675
554
$363K 0.01%
28,927
-4,434
555
$362K 0.01%
5,871
+36
556
$362K 0.01%
1,575
+567
557
$360K 0.01%
4,435
-217
558
$360K 0.01%
765
+74
559
$360K 0.01%
4,758
-366
560
$360K 0.01%
5,014
-45
561
$359K 0.01%
3,267
+612
562
$358K 0.01%
19,717
+10,178
563
$357K 0.01%
26,566
+2
564
$355K 0.01%
161,493
-10,895
565
$353K 0.01%
1,865
+415
566
$353K 0.01%
6,720
-317
567
$352K 0.01%
21,157
+8,398
568
$351K 0.01%
5,545
+1,397
569
$348K 0.01%
13,040
-290
570
$347K 0.01%
3,793
-310
571
$347K 0.01%
8,073
-328
572
$346K 0.01%
904
+5
573
$345K 0.01%
2,540
+369
574
$344K 0.01%
11,666
-126
575
$342K 0.01%
4,612
-790
21 22
23
24 25