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
876
$144K ﹤0.01%
37,313
877
$144K ﹤0.01%
1,360
+336
878
$143K ﹤0.01%
80,763
+1,209
879
$143K ﹤0.01%
807
-27
880
$143K ﹤0.01%
1,821
+29
881
$142K ﹤0.01%
3,908
+1,925
882
$142K ﹤0.01%
3,479
+1,416
883
$142K ﹤0.01%
5,599
-1,431
884
$141K ﹤0.01%
555
885
$141K ﹤0.01%
13,914
-3,199
886
$141K ﹤0.01%
5,650
-1,850
887
$141K ﹤0.01%
5,594
+204
888
$141K ﹤0.01%
626
-172
889
$140K ﹤0.01%
952
890
$140K ﹤0.01%
10,000
891
$140K ﹤0.01%
22
892
$139K ﹤0.01%
2,386
+254
893
$139K ﹤0.01%
476
-3
894
$139K ﹤0.01%
3,489
+441
895
$138K ﹤0.01%
21,708
+2,249
896
$138K ﹤0.01%
2,681
+80
897
$138K ﹤0.01%
2,104
+165
898
$138K ﹤0.01%
2,312
-258
899
$138K ﹤0.01%
3,472
+517
900
$137K ﹤0.01%
2,318
-218
34 35
36
37 38