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
1276
$73.1K ﹤0.01%
1,345
-28
1277
$73K ﹤0.01%
1,193
+277
1278
$73K ﹤0.01%
28,737
+24,317
1279
$72.8K ﹤0.01%
417
+4
1280
$72.6K ﹤0.01%
1,371
-188
1281
$72.6K ﹤0.01%
3,747
-3,434
1282
$72.6K ﹤0.01%
981
-86
1283
$72.5K ﹤0.01%
1,895
-1
1284
$72.5K ﹤0.01%
1,419
-870
1285
$72.4K ﹤0.01%
5,038
+1,449
1286
$72.4K ﹤0.01%
5,796
1287
$72.3K ﹤0.01%
2,675
-61
1288
$72.1K ﹤0.01%
2,249
-16
1289
$72.1K ﹤0.01%
3,000
1290
$72.1K ﹤0.01%
2,240
+457
1291
$72.1K ﹤0.01%
1,617
-164
1292
$72K ﹤0.01%
355
1293
$71.8K ﹤0.01%
1,249
+102
1294
$71.5K ﹤0.01%
2,564
-31
1295
$71.3K ﹤0.01%
439
-284
1296
$71.2K ﹤0.01%
1,030
+234
1297
$71.1K ﹤0.01%
2,535
-963
1298
$71.1K ﹤0.01%
8,386
-3,357
1299
$70.9K ﹤0.01%
8,723
+6,277
1300
$70.9K ﹤0.01%
563
-235
50 51
52
53 54