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
1201
$76.1K ﹤0.01%
4,825
-763
1202
$76K ﹤0.01%
+2,479
1203
$76K ﹤0.01%
3,186
+1,125
1204
$75.7K ﹤0.01%
4,193
+281
1205
$75.4K ﹤0.01%
5,411
-86
1206
$75.4K ﹤0.01%
3,696
1207
$75.1K ﹤0.01%
263
-30
1208
$75.1K ﹤0.01%
1,873
+740
1209
$75K ﹤0.01%
2,372
+521
1210
$74.8K ﹤0.01%
750
+653
1211
$74.7K ﹤0.01%
4,396
+424
1212
$74.7K ﹤0.01%
3,909
-10
1213
$74.5K ﹤0.01%
530
+207
1214
$74.4K ﹤0.01%
566
+151
1215
$74.3K ﹤0.01%
307
-78
1216
$74.2K ﹤0.01%
700
1217
$74.2K ﹤0.01%
1,156
+96
1218
$74.1K ﹤0.01%
1,647
+218
1219
$74.1K ﹤0.01%
2,386
+73
1220
$74K ﹤0.01%
20,740
-447
1221
$73.8K ﹤0.01%
2,058
-20
1222
$73.6K ﹤0.01%
789
-158
1223
$73.5K ﹤0.01%
3,106
+1,857
1224
$73.5K ﹤0.01%
5,770
+177
1225
$73.4K ﹤0.01%
2,720
-569
47 48
49
50 51