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
1076
$96.2K ﹤0.01%
2,442
+354
1077
$95.9K ﹤0.01%
3,100
+1,791
1078
$95.8K ﹤0.01%
3,000
1079
$95.8K ﹤0.01%
1,121
1080
$95.8K ﹤0.01%
2,564
+300
1081
$95.7K ﹤0.01%
332
-64
1082
$95.7K ﹤0.01%
2,237
-1,114
1083
$95.6K ﹤0.01%
1,705
1084
$95.5K ﹤0.01%
21,943
-253
1085
$95.4K ﹤0.01%
1,196
-996
1086
$95.3K ﹤0.01%
482
+28
1087
$95K ﹤0.01%
2,946
+407
1088
$95K ﹤0.01%
5,377
+391
1089
$94.6K ﹤0.01%
962
-376
1090
$94.6K ﹤0.01%
2,570
-395
1091
$94.3K ﹤0.01%
1,088
+105
1092
$93.7K ﹤0.01%
963
-371
1093
$93.6K ﹤0.01%
997
+39
1094
$93.6K ﹤0.01%
8,000
1095
$93.5K ﹤0.01%
1,124
+4
1096
$93.5K ﹤0.01%
1,491
-3
1097
$93.4K ﹤0.01%
2,420
-593
1098
$93.3K ﹤0.01%
1,999
-31
1099
$93K ﹤0.01%
4,800
-300
1100
$92.6K ﹤0.01%
2,330
-162
42 43
44
45 46