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
1276
$66.2K ﹤0.01%
1,418
+290
1277
$66.2K ﹤0.01%
1,683
+295
1278
$66K ﹤0.01%
3,186
-712
1279
$65.8K ﹤0.01%
2,081
+359
1280
$65.6K ﹤0.01%
1,164
1281
$65.6K ﹤0.01%
637
+479
1282
$65.4K ﹤0.01%
495
+65
1283
$65.4K ﹤0.01%
11,982
+1,853
1284
$65.4K ﹤0.01%
6,300
-2,000
1285
$65.3K ﹤0.01%
1,825
+117
1286
$65.3K ﹤0.01%
557
+142
1287
$65.3K ﹤0.01%
9,481
-484
1288
$65.2K ﹤0.01%
14,122
+9,290
1289
$65K ﹤0.01%
558
+30
1290
$64.9K ﹤0.01%
3,095
+286
1291
$64.9K ﹤0.01%
1,004
+85
1292
$64.8K ﹤0.01%
248
-50
1293
$64.7K ﹤0.01%
6,100
1294
$64.6K ﹤0.01%
393
+107
1295
$64.5K ﹤0.01%
346
-16
1296
$64.4K ﹤0.01%
3,546
+460
1297
$64.3K ﹤0.01%
1,174
+60
1298
$64.3K ﹤0.01%
1,775
-139
1299
$63.6K ﹤0.01%
+1,028
1300
$63.6K ﹤0.01%
860
-29
50 51
52
53 54