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
551
$382K 0.01%
3,014
+1,806
552
$382K 0.01%
15,369
-523
553
$382K 0.01%
243
-1
554
$378K 0.01%
29,748
+7,449
555
$378K 0.01%
96,981
-13,931
556
$378K 0.01%
3,824
+121
557
$378K 0.01%
47,124
-325
558
$378K 0.01%
10,972
+3,688
559
$378K 0.01%
1,045
+50
560
$377K 0.01%
21,384
-896
561
$377K 0.01%
7,198
-298
562
$376K 0.01%
5,156
+147
563
$376K 0.01%
10,141
+3,202
564
$375K 0.01%
2,512
-44
565
$374K 0.01%
10,788
-2,545
566
$372K 0.01%
21,618
+7,939
567
$371K 0.01%
3,373
+988
568
$370K 0.01%
5,108
-1,246
569
$369K 0.01%
1,627
+129
570
$369K 0.01%
3,101
-274
571
$367K 0.01%
9,620
-1,072
572
$366K 0.01%
14,774
-1,112
573
$365K 0.01%
2,810
-238
574
$365K 0.01%
9,258
+976
575
$362K 0.01%
11,676
+111
21 22
23
24 25