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
1126
$96.7K ﹤0.01%
4,542
-1,345
1127
$96.6K ﹤0.01%
1,241
+88
1128
$96.4K ﹤0.01%
17,760
+11,157
1129
$96.3K ﹤0.01%
8,078
+42
1130
$96.2K ﹤0.01%
1,250
+177
1131
$96.1K ﹤0.01%
505
+2
1132
$95.7K ﹤0.01%
3,326
1133
$95.3K ﹤0.01%
802
-36
1134
$95.2K ﹤0.01%
1,241
1135
$94.8K ﹤0.01%
917
-24
1136
$94.4K ﹤0.01%
1,150
-271
1137
$94.3K ﹤0.01%
4,909
+2,221
1138
$94K ﹤0.01%
3,278
+553
1139
$93.9K ﹤0.01%
5,879
+468
1140
$93.8K ﹤0.01%
638
+149
1141
$93.4K ﹤0.01%
3,494
-5,028
1142
$93.3K ﹤0.01%
1,406
1143
$93.3K ﹤0.01%
16,172
-1,935
1144
$93.2K ﹤0.01%
5,054
+72
1145
$93.2K ﹤0.01%
1,023
-47
1146
$93.1K ﹤0.01%
16,108
+1,512
1147
$93K ﹤0.01%
2,608
+64
1148
$92.9K ﹤0.01%
1,060
1149
$92.7K ﹤0.01%
+6,150
1150
$92.4K ﹤0.01%
1,137
-11
44 45
46
47 48