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
1101
$99.9K ﹤0.01%
228
+36
1102
$99.9K ﹤0.01%
1,232
+129
1103
$99.7K ﹤0.01%
345
+16
1104
$99.5K ﹤0.01%
1,749
-207
1105
$99.4K ﹤0.01%
5,845
-13,069
1106
$99.4K ﹤0.01%
619
+14
1107
$99.3K ﹤0.01%
13,246
+404
1108
$99.3K ﹤0.01%
9,000
+4,500
1109
$99.2K ﹤0.01%
+2,000
1110
$98.5K ﹤0.01%
1,232
+6
1111
$98.5K ﹤0.01%
6,437
+727
1112
$98.4K ﹤0.01%
718
+16
1113
$98.3K ﹤0.01%
840
1114
$98.3K ﹤0.01%
7,153
+5,541
1115
$98.1K ﹤0.01%
1,891
+826
1116
$98K ﹤0.01%
7,135
-624
1117
$97.8K ﹤0.01%
1,045
+304
1118
$97.7K ﹤0.01%
603
+103
1119
$97.7K ﹤0.01%
15,892
+279
1120
$97.6K ﹤0.01%
1,705
1121
$97.4K ﹤0.01%
1,970
1122
$97.3K ﹤0.01%
980
-406
1123
$97.1K ﹤0.01%
5,000
+1,004
1124
$97K ﹤0.01%
1,203
-377
1125
$96.9K ﹤0.01%
765
+132