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
1176
$88.3K ﹤0.01%
8,220
-2,011
1177
$87.6K ﹤0.01%
4,905
+3,568
1178
$87.1K ﹤0.01%
2,682
1179
$86.8K ﹤0.01%
403
-8
1180
$86.5K ﹤0.01%
840
+169
1181
$86.4K ﹤0.01%
699
+206
1182
$86.4K ﹤0.01%
1,012
+1
1183
$86.3K ﹤0.01%
1,139
+23
1184
$86.2K ﹤0.01%
3,295
-1,820
1185
$86K ﹤0.01%
837
-49
1186
$86K ﹤0.01%
1,933
1187
$85.9K ﹤0.01%
23,736
+6,635
1188
$85.6K ﹤0.01%
1,301
1189
$85.4K ﹤0.01%
2,514
+173
1190
$85.4K ﹤0.01%
30,702
+90
1191
$85.3K ﹤0.01%
793
-161
1192
$85.3K ﹤0.01%
1,015
+318
1193
$85.2K ﹤0.01%
2,212
+116
1194
$84.8K ﹤0.01%
835
-124
1195
$84.8K ﹤0.01%
2,495
-503
1196
$84.6K ﹤0.01%
+2,000
1197
$84.6K ﹤0.01%
2,353
+591
1198
$84.6K ﹤0.01%
4,544
+46
1199
$84.6K ﹤0.01%
1,052
+204
1200
$84.4K ﹤0.01%
913
+64
46 47
48
49 50