S
SignatureFD Portfolio holdings
AUM
$5.86B
1-Year Est. Return
16.84%
1 Year Est. Return
+16.84%
AUM
$5.28B
AUM Growth
+$7.5M
(+0.14%)
Holding
3,487
Top Buys
| 1 | +$273M | |
| 2 | +$119M | |
| 3 | +$16M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$11M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.35M |
Top Sells
| 1 | +$142M | |
| 2 | +$76.6M | |
| 3 | +$46.5M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$13.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Texas Instruments
TXN
$161B
| $3.88M | 0.07% |
21,592
+2,510
|
|
||
102
Toyota
TM
$258B
| $3.86M | 0.07% |
21,850
+97
|
|
||
103
NextEra Energy
NEE
$174B
| $3.83M | 0.07% |
53,987
+141
|
|
||
104
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
| $3.83M | 0.07% |
41,229
-1,697
|
|
||
105
S&P Global
SPGI
$144B
| $3.74M | 0.07% |
7,362
+246
|
|
||
106
Sony
SONY
$173B
| $3.72M | 0.07% |
146,475
+2,551
|
|
||
107
Mitsubishi UFJ Financial
MUFG
$171B
| $3.71M | 0.07% |
272,227
+6,664
|
|
||
108
Progressive
PGR
$132B
| $3.61M | 0.07% |
12,769
+207
|
|
||
109
Lowe's Companies
LOW
$137B
| $3.56M | 0.07% |
15,262
-62
|
|
||
110
Intuit
INTU
$184B
| $3.51M | 0.07% |
5,713
+105
|
|
||
111
Trane Technologies
TT
$92.5B
| $3.48M | 0.07% |
10,323
+420
|
|
||
112
Alibaba
BABA
$387B
| $3.46M | 0.07% |
26,152
+447
|
|
||
113
Sumitomo Mitsui Financial
SMFG
$101B
| $3.45M | 0.07% |
223,348
+2,184
|
|
||
114
Stryker
SYK
$143B
| $3.45M | 0.07% |
9,271
-14
|
|
||
115
Schwab International Equity ETF
SCHF
$52.4B
| $3.41M | 0.06% |
172,632
-6,666
|
|
||
116
HSBC
HSBC
$227B
| $3.37M | 0.06% |
58,730
+2,367
|
|
||
117
Schwab US Broad Market ETF
SCHB
$37.2B
| $3.35M | 0.06% |
155,566
-2,249
|
|
||
118
CSX Corp
CSX
$68.2B
| $3.34M | 0.06% |
113,600
-1,528
|
|
||
119
Goldman Sachs
GS
$232B
| $3.32M | 0.06% |
6,080
+441
|
|
||
120
Eaton
ETN
$145B
| $3.31M | 0.06% |
12,177
-72
|
|
||
121
Boston Scientific
BSX
$147B
| $3.27M | 0.06% |
32,421
+3,184
|
|
||
122
ServiceNow
NOW
$188B
| $3.26M | 0.06% |
4,101
-32
|
|
||
123
T-Mobile US
TMUS
$258B
| $3.17M | 0.06% |
11,868
+544
|
|
||
124
Union Pacific
UNP
$134B
| $3.16M | 0.06% |
13,367
+454
|
|
||
125
iShares MSCI ACWI ETF
ACWI
$22.9B
| $3.15M | 0.06% |
27,105
-95
|
|