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
901
$137K ﹤0.01%
5,234
-4,530
902
$136K ﹤0.01%
5,659
+1,357
903
$136K ﹤0.01%
566
+176
904
$135K ﹤0.01%
38
+11
905
$135K ﹤0.01%
2,020
-270
906
$135K ﹤0.01%
9,679
-3,419
907
$134K ﹤0.01%
16,464
+9,639
908
$134K ﹤0.01%
1,934
+497
909
$134K ﹤0.01%
2,627
-1,476
910
$134K ﹤0.01%
1,152
-45
911
$134K ﹤0.01%
4,241
+239
912
$134K ﹤0.01%
1,753
+156
913
$134K ﹤0.01%
1,263
-147
914
$134K ﹤0.01%
1,145
+780
915
$132K ﹤0.01%
4,971
+569
916
$132K ﹤0.01%
1,344
-77
917
$132K ﹤0.01%
7,935
+6,372
918
$131K ﹤0.01%
3,841
+142
919
$131K ﹤0.01%
2,489
-18
920
$131K ﹤0.01%
7,164
+117
921
$131K ﹤0.01%
1,829
-157
922
$131K ﹤0.01%
3,365
-346
923
$131K ﹤0.01%
4,054
-78
924
$130K ﹤0.01%
3,020
+28
925
$130K ﹤0.01%
1,759
-477
35 36
37
38 39