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
826
$165K ﹤0.01%
2,868
+617
827
$164K ﹤0.01%
1,737
+258
828
$164K ﹤0.01%
13,417
-101
829
$164K ﹤0.01%
3,978
+1,645
830
$163K ﹤0.01%
7,802
+69
831
$163K ﹤0.01%
1,917
+92
832
$162K ﹤0.01%
1,434
+180
833
$162K ﹤0.01%
1,759
-98
834
$161K ﹤0.01%
2,779
+153
835
$161K ﹤0.01%
3,245
+316
836
$161K ﹤0.01%
2,146
+250
837
$160K ﹤0.01%
3,395
+2,173
838
$159K ﹤0.01%
4,620
+246
839
$159K ﹤0.01%
1,284
+231
840
$159K ﹤0.01%
4,786
+166
841
$159K ﹤0.01%
3,793
-230
842
$159K ﹤0.01%
964
-65
843
$158K ﹤0.01%
707
+76
844
$157K ﹤0.01%
290
+41
845
$156K ﹤0.01%
5,380
+20
846
$155K ﹤0.01%
2,401
+145
847
$155K ﹤0.01%
2,433
+803
848
$154K ﹤0.01%
1,352
+576
849
$154K ﹤0.01%
3,249
-256
850
$154K ﹤0.01%
7,072
+448
32 33
34
35 36