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
976
$119K ﹤0.01%
3,503
-666
977
$119K ﹤0.01%
5,219
+1,194
978
$119K ﹤0.01%
1,319
+274
979
$118K ﹤0.01%
8,218
-56
980
$118K ﹤0.01%
3,359
981
$118K ﹤0.01%
547
-43
982
$117K ﹤0.01%
26,486
+7,565
983
$117K ﹤0.01%
1,483
+1,236
984
$117K ﹤0.01%
6,553
+909
985
$117K ﹤0.01%
17,725
+15,231
986
$116K ﹤0.01%
856
+30
987
$116K ﹤0.01%
2,062
-9,811
988
$116K ﹤0.01%
1,421
+8
989
$115K ﹤0.01%
3,386
-302
990
$115K ﹤0.01%
3,124
+32
991
$115K ﹤0.01%
2,165
+648
992
$115K ﹤0.01%
1,210
+161
993
$114K ﹤0.01%
4,148
994
$114K ﹤0.01%
993
+45
995
$114K ﹤0.01%
2,880
996
$114K ﹤0.01%
1,132
+210
997
$114K ﹤0.01%
2,015
-694
998
$113K ﹤0.01%
4,002
999
$113K ﹤0.01%
794
-41
1000
$113K ﹤0.01%
1,052
-37
38 39
40
41 42