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
1226
$80.2K ﹤0.01%
1,816
+185
1227
$80.2K ﹤0.01%
3,874
+2
1228
$80.2K ﹤0.01%
2,858
+13
1229
$80.1K ﹤0.01%
1,970
+867
1230
$80.1K ﹤0.01%
700
1231
$80.1K ﹤0.01%
652
+207
1232
$79.6K ﹤0.01%
1,271
+2
1233
$79.3K ﹤0.01%
3,358
+922
1234
$79.3K ﹤0.01%
14,506
+6,843
1235
$79.2K ﹤0.01%
984
-1,034
1236
$79.2K ﹤0.01%
961
+195
1237
$78.9K ﹤0.01%
1,981
-115
1238
$78.8K ﹤0.01%
1,811
-38
1239
$78.8K ﹤0.01%
1,530
+840
1240
$78.5K ﹤0.01%
682
+6
1241
$78.4K ﹤0.01%
1,888
+23
1242
$78.2K ﹤0.01%
4,179
+1,242
1243
$77.5K ﹤0.01%
9,622
+8,820
1244
$77.4K ﹤0.01%
1,338
1245
$77.4K ﹤0.01%
787
-388
1246
$77.3K ﹤0.01%
3,732
-1,216
1247
$77.2K ﹤0.01%
2,602
-195
1248
$77.2K ﹤0.01%
+1,815
1249
$76.9K ﹤0.01%
1,386
-325
1250
$76.9K ﹤0.01%
246
+50
48 49
50
51 52