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
1201
$84.3K ﹤0.01%
1,418
-882
1202
$84.3K ﹤0.01%
1,074
+12
1203
$84.3K ﹤0.01%
56
-10
1204
$84.2K ﹤0.01%
12,857
-412
1205
$84.1K ﹤0.01%
5,922
-735
1206
$84K ﹤0.01%
377
+11
1207
$83.9K ﹤0.01%
1,093
-294
1208
$83.7K ﹤0.01%
439
-32
1209
$82.4K ﹤0.01%
9,606
+192
1210
$82.3K ﹤0.01%
570
-563
1211
$82K ﹤0.01%
4,606
-276
1212
$81.8K ﹤0.01%
339
-7
1213
$81.7K ﹤0.01%
4,343
-412
1214
$81.7K ﹤0.01%
5,382
-23
1215
$81.7K ﹤0.01%
1,910
+2
1216
$81.4K ﹤0.01%
3,985
-71
1217
$81.3K ﹤0.01%
381
-55
1218
$81.1K ﹤0.01%
1,610
+202
1219
$81.1K ﹤0.01%
3,574
+62
1220
$81.1K ﹤0.01%
6,122
+126
1221
$81K ﹤0.01%
1,409
-444
1222
$81K ﹤0.01%
3,748
+3,622
1223
$80.9K ﹤0.01%
21,066
+6,531
1224
$80.6K ﹤0.01%
1,890
-132
1225
$80.4K ﹤0.01%
1,715
-888
47 48
49
50 51