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
1376
$54.5K ﹤0.01%
866
+435
1377
$54.4K ﹤0.01%
877
1378
$54.3K ﹤0.01%
483
-121
1379
$54.1K ﹤0.01%
2,723
+145
1380
$54K ﹤0.01%
3,725
+83
1381
$54K ﹤0.01%
605
-672
1382
$53.8K ﹤0.01%
1,277
-1,024
1383
$53.6K ﹤0.01%
1,072
1384
$53.4K ﹤0.01%
3,148
+1,056
1385
$53.3K ﹤0.01%
1,825
+13
1386
$53.3K ﹤0.01%
657
-191
1387
$53.2K ﹤0.01%
693
-40
1388
$53.2K ﹤0.01%
318
+18
1389
$53.2K ﹤0.01%
1,528
-1,007
1390
$53K ﹤0.01%
3,104
-2,725
1391
$53K ﹤0.01%
1,449
+1,358
1392
$52.8K ﹤0.01%
3,775
+769
1393
$52.8K ﹤0.01%
3,664
+3,378
1394
$52.7K ﹤0.01%
321
1395
$52.6K ﹤0.01%
999
+15
1396
$52.5K ﹤0.01%
4,241
+2,129
1397
$52.5K ﹤0.01%
831
-281
1398
$52.4K ﹤0.01%
4,118
+1,389
1399
$52.2K ﹤0.01%
4,000
1400
$52.2K ﹤0.01%
8,016
+1,084
54 55
56
57 58