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
751
$202K 0.01%
2,144
+477
752
$202K 0.01%
2,292
+492
753
$201K 0.01%
5,358
-5
754
$200K 0.01%
3,693
+469
755
$200K 0.01%
11,878
+370
756
$199K 0.01%
5,209
+82
757
$199K 0.01%
2,802
+321
758
$199K 0.01%
10,910
+5,543
759
$198K 0.01%
6,738
-25
760
$197K 0.01%
6,103
+66
761
$197K 0.01%
7,225
+478
762
$197K 0.01%
6,048
+395
763
$196K 0.01%
514
-33
764
$196K 0.01%
8,742
+695
765
$195K 0.01%
5,178
-1,810
766
$195K 0.01%
2,384
-54
767
$195K 0.01%
3,555
-1,268
768
$195K 0.01%
7,127
-919
769
$194K 0.01%
9,871
+3,802
770
$194K ﹤0.01%
4,056
+1,659
771
$194K ﹤0.01%
+8,000
772
$193K ﹤0.01%
2,325
-54
773
$192K ﹤0.01%
8,017
+634
774
$192K ﹤0.01%
20,989
+3,205
775
$192K ﹤0.01%
3,729
+996
29 30
31
32 33