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
1101
$92.1K ﹤0.01%
5,638
-1,221
1102
$92K ﹤0.01%
2,039
+147
1103
$91.9K ﹤0.01%
1,536
+230
1104
$91.7K ﹤0.01%
228
-1
1105
$91.6K ﹤0.01%
3,119
+2,070
1106
$91.4K ﹤0.01%
2,445
+245
1107
$90.6K ﹤0.01%
1,676
-376
1108
$90.4K ﹤0.01%
3,388
+27
1109
$90.4K ﹤0.01%
1,699
+868
1110
$90.3K ﹤0.01%
1,318
-202
1111
$90K ﹤0.01%
3,185
+283
1112
$89.9K ﹤0.01%
12,481
+349
1113
$89.7K ﹤0.01%
5,854
+554
1114
$89.7K ﹤0.01%
5,189
+614
1115
$89.4K ﹤0.01%
1,406
+1
1116
$89.3K ﹤0.01%
1,707
-507
1117
$89.3K ﹤0.01%
6,962
+1,506
1118
$89.1K ﹤0.01%
2,859
+368
1119
$89.1K ﹤0.01%
1,241
1120
$88.7K ﹤0.01%
1,387
-35
1121
$88.6K ﹤0.01%
493
1122
$88.5K ﹤0.01%
3,127
+2,417
1123
$88.5K ﹤0.01%
1,057
+285
1124
$88.4K ﹤0.01%
7,191
+1,910
1125
$88.2K ﹤0.01%
2,458
-282
43 44
45
46 47