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
1251
$68.7K ﹤0.01%
1,111
-93
1252
$68.7K ﹤0.01%
1,716
-304
1253
$68.7K ﹤0.01%
1,018
-68
1254
$68.5K ﹤0.01%
1,462
-14
1255
$68.4K ﹤0.01%
3,660
-86
1256
$68.3K ﹤0.01%
2,773
1257
$68.2K ﹤0.01%
2,837
+1,934
1258
$68K ﹤0.01%
4,666
-160
1259
$68K ﹤0.01%
1,075
+3
1260
$67.8K ﹤0.01%
252
-23
1261
$67.8K ﹤0.01%
1,200
1262
$67.4K ﹤0.01%
1,225
+8
1263
$67.2K ﹤0.01%
1,290
+706
1264
$67.2K ﹤0.01%
5,434
+3,264
1265
$67.2K ﹤0.01%
1,366
-23
1266
$67.1K ﹤0.01%
15,975
+67
1267
$66.9K ﹤0.01%
1,331
-10
1268
$66.9K ﹤0.01%
2,819
-1,267
1269
$66.8K ﹤0.01%
1,076
1270
$66.8K ﹤0.01%
10,000
1271
$66.7K ﹤0.01%
48
-5
1272
$66.6K ﹤0.01%
772
+184
1273
$66.5K ﹤0.01%
730
-250
1274
$66.5K ﹤0.01%
425
1275
$66.3K ﹤0.01%
972
-184
49 50
51
52 53