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
1251
$76.9K ﹤0.01%
530
1252
$76.8K ﹤0.01%
1,289
+58
1253
$76.8K ﹤0.01%
589
+4
1254
$76.6K ﹤0.01%
706
+330
1255
$76.6K ﹤0.01%
1,172
+389
1256
$76.5K ﹤0.01%
815
-590
1257
$76.3K ﹤0.01%
+3,143
1258
$76K ﹤0.01%
1,704
-149
1259
$75.9K ﹤0.01%
3,163
-1,414
1260
$75.8K ﹤0.01%
1,818
+50
1261
$75.7K ﹤0.01%
345
+5
1262
$75.5K ﹤0.01%
1,794
+1,204
1263
$75.2K ﹤0.01%
2,575
+177
1264
$75K ﹤0.01%
417
+136
1265
$74.9K ﹤0.01%
1,115
+40
1266
$74.6K ﹤0.01%
1,726
+506
1267
$74.3K ﹤0.01%
9,900
-342
1268
$74.3K ﹤0.01%
6,000
1269
$74.2K ﹤0.01%
1,033
-363
1270
$74.2K ﹤0.01%
6,100
1271
$74K ﹤0.01%
3,243
+274
1272
$73.6K ﹤0.01%
1,475
+1,397
1273
$73.5K ﹤0.01%
1,174
-20
1274
$73.4K ﹤0.01%
882
+89
1275
$73.1K ﹤0.01%
336
-109
49 50
51
52 53