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
1151
$83.8K ﹤0.01%
6,826
-3,825
1152
$83.7K ﹤0.01%
343
+62
1153
$83.7K ﹤0.01%
616
-5
1154
$83.6K ﹤0.01%
4,498
+1,116
1155
$83.5K ﹤0.01%
1,656
+1,216
1156
$83.4K ﹤0.01%
4,000
-1,011
1157
$82.9K ﹤0.01%
7,000
-98
1158
$82.8K ﹤0.01%
600
1159
$82.6K ﹤0.01%
+2,682
1160
$82.6K ﹤0.01%
374
-36
1161
$82.4K ﹤0.01%
8,041
-1,272
1162
$82.2K ﹤0.01%
760
-35
1163
$82.1K ﹤0.01%
3,563
+1,677
1164
$82K ﹤0.01%
3,015
-985
1165
$81.7K ﹤0.01%
1,062
+98
1166
$81.7K ﹤0.01%
2,001
+1,301
1167
$81.6K ﹤0.01%
1,646
+135
1168
$81.5K ﹤0.01%
2,560
-183
1169
$81.4K ﹤0.01%
2,581
-3
1170
$81.3K ﹤0.01%
1,556
-669
1171
$81.2K ﹤0.01%
7,167
+4,198
1172
$80.9K ﹤0.01%
260
-7
1173
$80.9K ﹤0.01%
2,111
-37
1174
$80.7K ﹤0.01%
1,710
+62
1175
$80.6K ﹤0.01%
1,933
45 46
47
48 49