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
1326
$67K ﹤0.01%
940
+103
1327
$67K ﹤0.01%
2,832
+18
1328
$67K ﹤0.01%
1,367
+136
1329
$66.9K ﹤0.01%
996
+461
1330
$66.9K ﹤0.01%
809
1331
$66.8K ﹤0.01%
720
1332
$66.7K ﹤0.01%
1,011
-126
1333
$66.7K ﹤0.01%
1,404
+747
1334
$66.6K ﹤0.01%
3,794
+49
1335
$66.5K ﹤0.01%
7,935
+2,542
1336
$66.4K ﹤0.01%
339
+41
1337
$66.3K ﹤0.01%
609
+209
1338
$65.9K ﹤0.01%
2,849
+1,110
1339
$65.8K ﹤0.01%
420
+71
1340
$65.8K ﹤0.01%
2,800
+533
1341
$65.6K ﹤0.01%
533
-13
1342
$65.5K ﹤0.01%
1,575
-2,720
1343
$65.1K ﹤0.01%
4,058
+287
1344
$64.9K ﹤0.01%
1,064
-613
1345
$64.7K ﹤0.01%
976
+101
1346
$64.3K ﹤0.01%
6,124
+2,254
1347
$64.3K ﹤0.01%
5,660
-42
1348
$64.3K ﹤0.01%
966
-60
1349
$63.9K ﹤0.01%
563
+50
1350
$63.8K ﹤0.01%
4,468
+1,858
52 53
54
55 56