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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Sells

1 +$263M
2 +$2.46M
3 +$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$89K ﹤0.01%
1,222
+107
1252
$88.9K ﹤0.01%
487
+155
1253
$88.7K ﹤0.01%
2,411
+58
1254
$88.7K ﹤0.01%
2,675
1255
$88.4K ﹤0.01%
719
+469
1256
$88.3K ﹤0.01%
480
+63
1257
$88.2K ﹤0.01%
286
+67
1258
$88.2K ﹤0.01%
8,955
+7,400
1259
$88.1K ﹤0.01%
345
+9
1260
$88.1K ﹤0.01%
2,561
+66
1261
$88K ﹤0.01%
939
+909
1262
$88K ﹤0.01%
700
1263
$88K ﹤0.01%
1,933
1264
$88K ﹤0.01%
947
+160
1265
$87.7K ﹤0.01%
2,721
1266
$87.5K ﹤0.01%
2,485
-1,279
1267
$87.1K ﹤0.01%
9,900
1268
$86.4K ﹤0.01%
1,157
-15
1269
$86.3K ﹤0.01%
767
+61
1270
$86.3K ﹤0.01%
2,555
+1,112
1271
$85.8K ﹤0.01%
1,881
+63
1272
$85.7K ﹤0.01%
631
+107
1273
$85.5K ﹤0.01%
651
+551
1274
$85.4K ﹤0.01%
1,092
+62
1275
$85.3K ﹤0.01%
2,963
-97