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
851
$153K ﹤0.01%
13,558
-1,161
852
$153K ﹤0.01%
5,241
+157
853
$152K ﹤0.01%
9,863
+78
854
$152K ﹤0.01%
1,282
-227
855
$152K ﹤0.01%
948
+85
856
$152K ﹤0.01%
4,534
-471
857
$152K ﹤0.01%
3,767
-320
858
$151K ﹤0.01%
907
+5
859
$151K ﹤0.01%
109
-35
860
$150K ﹤0.01%
1,305
-187
861
$149K ﹤0.01%
2,004
+4
862
$149K ﹤0.01%
15,537
-43
863
$149K ﹤0.01%
1,989
+203
864
$149K ﹤0.01%
9,114
+1,664
865
$148K ﹤0.01%
1,974
-901
866
$148K ﹤0.01%
707
+3
867
$148K ﹤0.01%
1,379
+163
868
$147K ﹤0.01%
2,854
-197
869
$147K ﹤0.01%
+6,330
870
$146K ﹤0.01%
1,936
+274
871
$146K ﹤0.01%
24,471
872
$146K ﹤0.01%
7,272
+3,434
873
$145K ﹤0.01%
1,151
-12
874
$145K ﹤0.01%
2,238
+452
875
$145K ﹤0.01%
9,094
-4,947
33 34
35
36 37