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
1351
$56.6K ﹤0.01%
13,412
-7,579
1352
$56.5K ﹤0.01%
1,122
+8
1353
$56.5K ﹤0.01%
2,152
+449
1354
$56.5K ﹤0.01%
552
-506
1355
$56.5K ﹤0.01%
1,016
+530
1356
$56.5K ﹤0.01%
1,425
1357
$56.4K ﹤0.01%
434
-145
1358
$56.2K ﹤0.01%
691
+202
1359
$56.2K ﹤0.01%
1,973
-2,138
1360
$56.1K ﹤0.01%
1,238
-145
1361
$55.6K ﹤0.01%
5,338
+4,384
1362
$55.6K ﹤0.01%
4,062
+285
1363
$55.5K ﹤0.01%
4,732
-580
1364
$55.3K ﹤0.01%
14,695
+7,368
1365
$55.2K ﹤0.01%
941
-231
1366
$55.2K ﹤0.01%
482
+41
1367
$55.2K ﹤0.01%
1,821
+6
1368
$55.1K ﹤0.01%
459
+150
1369
$55K ﹤0.01%
900
1370
$55K ﹤0.01%
1,102
-181
1371
$54.8K ﹤0.01%
1,155
-123
1372
$54.6K ﹤0.01%
797
-223
1373
$54.6K ﹤0.01%
2,472
-222
1374
$54.6K ﹤0.01%
1,200
1375
$54.5K ﹤0.01%
4,679
-409
53 54
55
56 57