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
776
$191K ﹤0.01%
19,733
+7,090
777
$191K ﹤0.01%
5,990
-2,214
778
$190K ﹤0.01%
714
-86
779
$190K ﹤0.01%
45,691
-4,682
780
$190K ﹤0.01%
17,610
+1,014
781
$188K ﹤0.01%
452
+97
782
$188K ﹤0.01%
10,011
+107
783
$188K ﹤0.01%
2,839
-451
784
$187K ﹤0.01%
7,831
+3,042
785
$187K ﹤0.01%
4,154
+7
786
$187K ﹤0.01%
9,622
+2,696
787
$186K ﹤0.01%
38,953
+26
788
$185K ﹤0.01%
5,800
789
$184K ﹤0.01%
+2,062
790
$183K ﹤0.01%
4,110
+1,147
791
$183K ﹤0.01%
1,923
+408
792
$183K ﹤0.01%
2,410
-33
793
$182K ﹤0.01%
6,914
+28
794
$182K ﹤0.01%
1,088
+166
795
$181K ﹤0.01%
1,013
+86
796
$181K ﹤0.01%
4,280
-866
797
$181K ﹤0.01%
10,242
798
$181K ﹤0.01%
5,792
-1,392
799
$181K ﹤0.01%
6,749
+4,432
800
$181K ﹤0.01%
3,255
+870
30 31
32
33 34