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
1051
$101K ﹤0.01%
2,556
+66
1052
$101K ﹤0.01%
645
-18
1053
$100K ﹤0.01%
9,295
+114
1054
$100K ﹤0.01%
6,618
-485
1055
$99.7K ﹤0.01%
701
1056
$99.7K ﹤0.01%
878
-286
1057
$99.5K ﹤0.01%
910
+178
1058
$99.5K ﹤0.01%
1,953
-279
1059
$99.3K ﹤0.01%
7,371
+211
1060
$98.8K ﹤0.01%
3,602
1061
$98.7K ﹤0.01%
1,059
-48
1062
$98.5K ﹤0.01%
1,177
+95
1063
$98.5K ﹤0.01%
1,205
+1
1064
$98.4K ﹤0.01%
+3,000
1065
$98.3K ﹤0.01%
5,481
+1,526
1066
$98.3K ﹤0.01%
1,398
+94
1067
$98.1K ﹤0.01%
3,921
+395
1068
$97.9K ﹤0.01%
963
+25
1069
$97.4K ﹤0.01%
3,439
+2,712
1070
$97.3K ﹤0.01%
18,963
+9,305
1071
$97.1K ﹤0.01%
946
-134
1072
$97K ﹤0.01%
1,392
-22
1073
$96.9K ﹤0.01%
4,092
-12
1074
$96.8K ﹤0.01%
1,970
+1,950
1075
$96.3K ﹤0.01%
933
+71
41 42
43
44 45