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
1126
$88.1K ﹤0.01%
877
+264
1127
$88K ﹤0.01%
3,295
+696
1128
$87.3K ﹤0.01%
1,054
+54
1129
$87.3K ﹤0.01%
1,507
+184
1130
$87.1K ﹤0.01%
370
-59
1131
$87K ﹤0.01%
840
1132
$87K ﹤0.01%
770
+400
1133
$86.9K ﹤0.01%
3,508
-738
1134
$86.9K ﹤0.01%
1,596
1135
$86.7K ﹤0.01%
4,220
-622
1136
$86.6K ﹤0.01%
436
+29
1137
$86.5K ﹤0.01%
3,858
-150
1138
$86.5K ﹤0.01%
2,976
-269
1139
$86.5K ﹤0.01%
300
-9
1140
$86.4K ﹤0.01%
2,151
+204
1141
$85.8K ﹤0.01%
1,389
-394
1142
$85.6K ﹤0.01%
514
-132
1143
$85.6K ﹤0.01%
1,690
+50
1144
$85.3K ﹤0.01%
926
+889
1145
$84.7K ﹤0.01%
771
1146
$84.7K ﹤0.01%
12,582
+1,366
1147
$84.5K ﹤0.01%
1,850
1148
$84.4K ﹤0.01%
1,339
-85
1149
$84.4K ﹤0.01%
4,500
-500
1150
$83.9K ﹤0.01%
4,293
+4,287
44 45
46
47 48