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
1376
$59.9K ﹤0.01%
2,107
+1,018
1377
$59.9K ﹤0.01%
3,899
+88
1378
$59.4K ﹤0.01%
168
+25
1379
$58.6K ﹤0.01%
200
+69
1380
$58.3K ﹤0.01%
563
+128
1381
$58.2K ﹤0.01%
9,719
+3,746
1382
$58K ﹤0.01%
1,674
-24
1383
$57.9K ﹤0.01%
8,900
-1,600
1384
$57.9K ﹤0.01%
415
+213
1385
$57.9K ﹤0.01%
271
-99
1386
$57.8K ﹤0.01%
1,425
1387
$57.3K ﹤0.01%
900
1388
$57.1K ﹤0.01%
1,444
+4
1389
$57.1K ﹤0.01%
291
+58
1390
$56.9K ﹤0.01%
1,039
1391
$56.6K ﹤0.01%
877
1392
$56.6K ﹤0.01%
3,356
-187
1393
$56.5K ﹤0.01%
746
+114
1394
$56.4K ﹤0.01%
3,382
+789
1395
$56.3K ﹤0.01%
1,072
1396
$56K ﹤0.01%
50,000
1397
$55.9K ﹤0.01%
1,531
+462
1398
$55.9K ﹤0.01%
789
+552
1399
$55.8K ﹤0.01%
3,980
-327
1400
$55.6K ﹤0.01%
4,403
54 55
56
57 58