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
1301
$63.4K ﹤0.01%
1,434
-404
1302
$63K ﹤0.01%
1,427
+570
1303
$62.9K ﹤0.01%
+222
1304
$62.7K ﹤0.01%
774
-61
1305
$62.7K ﹤0.01%
541
-106
1306
$62.6K ﹤0.01%
2,764
+126
1307
$62.6K ﹤0.01%
5,255
+147
1308
$62.3K ﹤0.01%
829
+45
1309
$62.2K ﹤0.01%
787
+6
1310
$62.1K ﹤0.01%
1,758
-92
1311
$62.1K ﹤0.01%
1,094
+343
1312
$61.9K ﹤0.01%
1,777
+4
1313
$61.8K ﹤0.01%
2,155
+91
1314
$61.8K ﹤0.01%
5,661
1315
$61.4K ﹤0.01%
1,808
+109
1316
$61.2K ﹤0.01%
930
-58
1317
$61.1K ﹤0.01%
2,407
-337
1318
$61K ﹤0.01%
762
+61
1319
$60.8K ﹤0.01%
1,453
+277
1320
$60.7K ﹤0.01%
2,399
-378
1321
$60.7K ﹤0.01%
3,612
1322
$60.4K ﹤0.01%
2,550
-18
1323
$60.2K ﹤0.01%
1,060
-29
1324
$60.1K ﹤0.01%
433
+46
1325
$60K ﹤0.01%
600
+100
51 52
53
54 55