S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.33B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,335
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$24.5M
3
+$19.5M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$16.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.6M

Top Sells

1
+$8.82M
2
+$6.6M
3
+$5.95M
4
BND icon
Vanguard Total Bond Market
BND
+$5.53M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.76M

Sector Composition

1 Technology 7.84%
2 Financials 4.03%
3 Consumer Discretionary 4.03%
4 Healthcare 3.31%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$148K ﹤0.01%
1,216
+154
927
$147K ﹤0.01%
1,203
-392
928
$147K ﹤0.01%
1,303
-623
929
$147K ﹤0.01%
5,438
-1,214
930
$147K ﹤0.01%
5,519
+14
931
$146K ﹤0.01%
587
+195
932
$145K ﹤0.01%
1,508
+225
933
$145K ﹤0.01%
10,776
+10,668
934
$145K ﹤0.01%
16,656
+4,413
935
$144K ﹤0.01%
3,924
+1,406
936
$143K ﹤0.01%
4,856
-613
937
$143K ﹤0.01%
1,485
+489
938
$142K ﹤0.01%
6,232
+1,320
939
$142K ﹤0.01%
1,836
-5,713
940
$142K ﹤0.01%
3,250
+1,003
941
$141K ﹤0.01%
1,786
942
$141K ﹤0.01%
20,387
+5,053
943
$141K ﹤0.01%
5,213
+1,729
944
$141K ﹤0.01%
2,729
+114
945
$141K ﹤0.01%
1,538
+87
946
$141K ﹤0.01%
543
+35
947
$141K ﹤0.01%
6,610
+4,022
948
$140K ﹤0.01%
1,624
+115
949
$140K ﹤0.01%
10,508
+8,329
950
$140K ﹤0.01%
3,312
36 37
38
39 40