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
1351
$63.7K ﹤0.01%
1,484
-1,351
1352
$63.7K ﹤0.01%
2,492
+2,167
1353
$63K ﹤0.01%
923
-11
1354
$63K ﹤0.01%
4,574
+552
1355
$62.9K ﹤0.01%
2,614
+2,427
1356
$62.9K ﹤0.01%
2,853
+1,941
1357
$62.8K ﹤0.01%
1,050
+9
1358
$62.6K ﹤0.01%
+1,317
1359
$62.4K ﹤0.01%
866
-39
1360
$62.4K ﹤0.01%
607
-321
1361
$62.1K ﹤0.01%
771
1362
$62K ﹤0.01%
2,873
+171
1363
$62K ﹤0.01%
1,671
-28
1364
$61.9K ﹤0.01%
219
-74
1365
$61.9K ﹤0.01%
337
+60
1366
$61.7K ﹤0.01%
747
-546
1367
$61.6K ﹤0.01%
2,017
+1,321
1368
$61.2K ﹤0.01%
324
-169
1369
$61.1K ﹤0.01%
1,037
1370
$60.7K ﹤0.01%
2,563
+1,404
1371
$60.7K ﹤0.01%
784
1372
$60.6K ﹤0.01%
4,383
-946
1373
$60.6K ﹤0.01%
2,624
-149
1374
$60.5K ﹤0.01%
10,596
+7,988
1375
$60K ﹤0.01%
1,021
+444
53 54
55
56 57