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
1301
$70.7K ﹤0.01%
2,250
+50
1302
$70.6K ﹤0.01%
1,904
1303
$70.6K ﹤0.01%
4,323
-928
1304
$70.6K ﹤0.01%
3,091
-2,888
1305
$69.9K ﹤0.01%
1,232
-146
1306
$69.8K ﹤0.01%
341
+285
1307
$69.8K ﹤0.01%
2,727
+3
1308
$69.6K ﹤0.01%
524
+16
1309
$69.5K ﹤0.01%
2,415
-166
1310
$69.5K ﹤0.01%
11,450
+1,834
1311
$69.5K ﹤0.01%
392
+83
1312
$69.3K ﹤0.01%
1,083
+88
1313
$69.1K ﹤0.01%
956
-339
1314
$69K ﹤0.01%
4,723
+252
1315
$69K ﹤0.01%
17,070
-4,873
1316
$68.6K ﹤0.01%
2,262
+1,783
1317
$68.5K ﹤0.01%
333
+12
1318
$68.5K ﹤0.01%
373
+6
1319
$68.1K ﹤0.01%
1,214
-7
1320
$68K ﹤0.01%
5,557
+155
1321
$67.7K ﹤0.01%
3,338
-64
1322
$67.7K ﹤0.01%
202
-13
1323
$67.6K ﹤0.01%
222
1324
$67.4K ﹤0.01%
3,291
-7,368
1325
$67.2K ﹤0.01%
924
-187
51 52
53
54 55