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
1176
$80.5K ﹤0.01%
10,231
-1,794
1177
$80.5K ﹤0.01%
1,060
1178
$80.1K ﹤0.01%
11,870
-1,390
1179
$80.1K ﹤0.01%
514
-332
1180
$80.1K ﹤0.01%
5,403
+894
1181
$79.8K ﹤0.01%
7,263
-4,541
1182
$79.8K ﹤0.01%
409
-88
1183
$79.7K ﹤0.01%
1,745
-104
1184
$79.6K ﹤0.01%
2,562
+723
1185
$79.5K ﹤0.01%
725
+1
1186
$79.5K ﹤0.01%
121
+14
1187
$79.4K ﹤0.01%
13,205
+989
1188
$78.9K ﹤0.01%
597
-42
1189
$78.4K ﹤0.01%
1,548
1190
$78.4K ﹤0.01%
527
+195
1191
$78.1K ﹤0.01%
7,496
-709
1192
$78.1K ﹤0.01%
5,050
+68
1193
$78K ﹤0.01%
2,401
+1,372
1194
$77.6K ﹤0.01%
2,838
+895
1195
$77.4K ﹤0.01%
1,010
1196
$77.1K ﹤0.01%
1,154
-289
1197
$76.8K ﹤0.01%
520
+95
1198
$76.8K ﹤0.01%
2,409
-125
1199
$76.5K ﹤0.01%
4,777
+3,727
1200
$76.4K ﹤0.01%
+7,000
46 47
48
49 50