S

SignatureFD Portfolio holdings

AUM $5.86B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Sells

1 +$142M
2 +$76.6M
3 +$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TXN icon
101
Texas Instruments
TXN
$161B
$3.88M 0.07%
21,592
+2,510
TM icon
102
Toyota
TM
$258B
$3.86M 0.07%
21,850
+97
NEE icon
103
NextEra Energy
NEE
$174B
$3.83M 0.07%
53,987
+141
VONG icon
104
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$3.83M 0.07%
41,229
-1,697
SPGI icon
105
S&P Global
SPGI
$144B
$3.74M 0.07%
7,362
+246
SONY icon
106
Sony
SONY
$173B
$3.72M 0.07%
146,475
+2,551
MUFG icon
107
Mitsubishi UFJ Financial
MUFG
$171B
$3.71M 0.07%
272,227
+6,664
PGR icon
108
Progressive
PGR
$132B
$3.61M 0.07%
12,769
+207
LOW icon
109
Lowe's Companies
LOW
$137B
$3.56M 0.07%
15,262
-62
INTU icon
110
Intuit
INTU
$184B
$3.51M 0.07%
5,713
+105
TT icon
111
Trane Technologies
TT
$92.5B
$3.48M 0.07%
10,323
+420
BABA icon
112
Alibaba
BABA
$387B
$3.46M 0.07%
26,152
+447
SMFG icon
113
Sumitomo Mitsui Financial
SMFG
$101B
$3.45M 0.07%
223,348
+2,184
SYK icon
114
Stryker
SYK
$143B
$3.45M 0.07%
9,271
-14
SCHF icon
115
Schwab International Equity ETF
SCHF
$52.4B
$3.41M 0.06%
172,632
-6,666
HSBC icon
116
HSBC
HSBC
$227B
$3.37M 0.06%
58,730
+2,367
SCHB icon
117
Schwab US Broad Market ETF
SCHB
$37.2B
$3.35M 0.06%
155,566
-2,249
CSX icon
118
CSX Corp
CSX
$68.2B
$3.34M 0.06%
113,600
-1,528
GS icon
119
Goldman Sachs
GS
$232B
$3.32M 0.06%
6,080
+441
ETN icon
120
Eaton
ETN
$145B
$3.31M 0.06%
12,177
-72
BSX icon
121
Boston Scientific
BSX
$147B
$3.27M 0.06%
32,421
+3,184
NOW icon
122
ServiceNow
NOW
$188B
$3.26M 0.06%
4,101
-32
TMUS icon
123
T-Mobile US
TMUS
$258B
$3.17M 0.06%
11,868
+544
UNP icon
124
Union Pacific
UNP
$134B
$3.16M 0.06%
13,367
+454
ACWI icon
125
iShares MSCI ACWI ETF
ACWI
$22.9B
$3.15M 0.06%
27,105
-95