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
626
$286K 0.01%
30,861
+10,564
627
$283K 0.01%
2,448
+397
628
$282K 0.01%
8,044
+1,935
629
$282K 0.01%
8,980
+3,575
630
$282K 0.01%
238
631
$280K 0.01%
6,141
-704
632
$278K 0.01%
1,682
+117
633
$278K 0.01%
7,208
-341
634
$277K 0.01%
3,312
+185
635
$277K 0.01%
7,902
-1,656
636
$276K 0.01%
3,194
+4
637
$275K 0.01%
9,140
-764
638
$275K 0.01%
2,916
-246
639
$274K 0.01%
3,725
-74
640
$274K 0.01%
7,034
+982
641
$272K 0.01%
4,822
-154
642
$271K 0.01%
5,738
+48
643
$271K 0.01%
4,109
+693
644
$271K 0.01%
12,430
+139
645
$270K 0.01%
14,168
+1,278
646
$270K 0.01%
2,302
+698
647
$270K 0.01%
1,240
-139
648
$269K 0.01%
6,090
-2,350
649
$268K 0.01%
7,661
-198
650
$268K 0.01%
5,594
+4,077
24 25
26
27 28