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
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$119M
3
+$16M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.35M

Top Sells

1
+$142M
2
+$76.6M
3
+$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$92.9K ﹤0.01%
837
+722
1252
$92.9K ﹤0.01%
2,700
1253
$92.2K ﹤0.01%
530
1254
$92.2K ﹤0.01%
1,933
1255
$91.9K ﹤0.01%
1,685
+1,249
1256
$91.9K ﹤0.01%
621
-199
1257
$91.4K ﹤0.01%
3,976
-965
1258
$91.2K ﹤0.01%
2,665
+1
1259
$91.1K ﹤0.01%
930
+270
1260
$91.1K ﹤0.01%
580
+55
1261
$91K ﹤0.01%
750
+33
1262
$90.1K ﹤0.01%
458
+14
1263
$90.1K ﹤0.01%
4,503
-722
1264
$89.8K ﹤0.01%
1,389
-180
1265
$89.6K ﹤0.01%
1,496
+485
1266
$89.5K ﹤0.01%
7,967
-302
1267
$89.5K ﹤0.01%
1,535
-158
1268
$89.3K ﹤0.01%
4,048
+694
1269
$89.2K ﹤0.01%
1,149
+18
1270
$88.9K ﹤0.01%
5,022
+529
1271
$88.7K ﹤0.01%
5,470
+904
1272
$88.6K ﹤0.01%
3,329
+828
1273
$88.5K ﹤0.01%
658
-126
1274
$87.9K ﹤0.01%
1,791
+153
1275
$87.7K ﹤0.01%
1,219
+136
49 50
51
52 53