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
1226
$73.2K ﹤0.01%
1,350
+121
1227
$73.1K ﹤0.01%
5,347
-3,671
1228
$73.1K ﹤0.01%
5,044
+1,088
1229
$72.9K ﹤0.01%
372
-100
1230
$72.8K ﹤0.01%
2,228
+19
1231
$72.6K ﹤0.01%
393
-21
1232
$72.4K ﹤0.01%
857
+501
1233
$71.7K ﹤0.01%
1,190
-43
1234
$71.6K ﹤0.01%
2,218
-2,082
1235
$71.6K ﹤0.01%
1,872
-320
1236
$71.5K ﹤0.01%
591
+5
1237
$71.4K ﹤0.01%
4,350
-1,197
1238
$71.3K ﹤0.01%
5,287
-71
1239
$71.2K ﹤0.01%
2,808
1240
$70.7K ﹤0.01%
448
-61
1241
$70.4K ﹤0.01%
3,054
-1,028
1242
$70.1K ﹤0.01%
829
-594
1243
$69.8K ﹤0.01%
+8,433
1244
$69.6K ﹤0.01%
740
-317
1245
$69.4K ﹤0.01%
2,560
-1,749
1246
$69.3K ﹤0.01%
337
+5
1247
$69.2K ﹤0.01%
1,163
+124
1248
$69K ﹤0.01%
1,613
-69
1249
$68.9K ﹤0.01%
419
1250
$68.8K ﹤0.01%
639
-804
48 49
50
51 52