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
801
$179K ﹤0.01%
4,168
+80
802
$178K ﹤0.01%
30,271
+1,918
803
$178K ﹤0.01%
6,011
-37
804
$178K ﹤0.01%
9,434
-62
805
$177K ﹤0.01%
2,807
+192
806
$177K ﹤0.01%
472
+60
807
$176K ﹤0.01%
711
+104
808
$176K ﹤0.01%
13,455
-6,236
809
$176K ﹤0.01%
972
+33
810
$175K ﹤0.01%
7,506
+1,389
811
$175K ﹤0.01%
2,514
-8
812
$174K ﹤0.01%
1,550
+122
813
$174K ﹤0.01%
1,065
-117
814
$173K ﹤0.01%
2,310
-75
815
$173K ﹤0.01%
36,038
+2,385
816
$173K ﹤0.01%
2,603
+18
817
$171K ﹤0.01%
1,851
-116
818
$170K ﹤0.01%
10,017
+738
819
$168K ﹤0.01%
6,160
-101
820
$167K ﹤0.01%
496
821
$167K ﹤0.01%
5,702
+242
822
$166K ﹤0.01%
5,314
+772
823
$166K ﹤0.01%
1,491
-56
824
$166K ﹤0.01%
1,817
+132
825
$165K ﹤0.01%
1,713
+7
31 32
33
34 35