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
601
$310K 0.01%
2,726
+46
602
$309K 0.01%
241
+25
603
$309K 0.01%
12,469
-8
604
$307K 0.01%
11,720
+2,016
605
$306K 0.01%
195,956
+103
606
$304K 0.01%
12,235
-640
607
$304K 0.01%
7,424
+1,317
608
$303K 0.01%
87,514
+14,989
609
$302K 0.01%
10,046
610
$302K 0.01%
11,270
+11,224
611
$298K 0.01%
1,895
-88
612
$298K 0.01%
1,482
+15
613
$298K 0.01%
54,290
+17,190
614
$297K 0.01%
10,834
+16
615
$297K 0.01%
23,372
-827
616
$296K 0.01%
7,877
-3,612
617
$296K 0.01%
9,434
+1,783
618
$293K 0.01%
43,533
+33,199
619
$291K 0.01%
40,012
+32,017
620
$290K 0.01%
4,785
+415
621
$288K 0.01%
10,097
-3,977
622
$287K 0.01%
74,933
+8,234
623
$287K 0.01%
1,389
-391
624
$287K 0.01%
10,559
-2,675
625
$286K 0.01%
13,218
+2,504
23 24
25
26 27