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
1401
$52.2K ﹤0.01%
160
+45
1402
$52.1K ﹤0.01%
686
-1
1403
$52.1K ﹤0.01%
447
+65
1404
$52.1K ﹤0.01%
2,605
+103
1405
$51.9K ﹤0.01%
772
+34
1406
$51.9K ﹤0.01%
814
+244
1407
$51.9K ﹤0.01%
27,326
+12,361
1408
$51.7K ﹤0.01%
5,500
-1,014
1409
$51.5K ﹤0.01%
2,001
+191
1410
$51.5K ﹤0.01%
802
+47
1411
$51.5K ﹤0.01%
791
+19
1412
$51.4K ﹤0.01%
810
-42
1413
$51.4K ﹤0.01%
808
+1
1414
$51.3K ﹤0.01%
1,278
-20
1415
$50.9K ﹤0.01%
2,000
1416
$50.9K ﹤0.01%
1,211
1417
$50.9K ﹤0.01%
148
1418
$50.9K ﹤0.01%
353
+73
1419
$50.8K ﹤0.01%
1,339
+469
1420
$50.8K ﹤0.01%
2,860
-140
1421
$50.7K ﹤0.01%
1,010
-3,190
1422
$50.4K ﹤0.01%
860
1423
$50.4K ﹤0.01%
1,492
+1,478
1424
$50.3K ﹤0.01%
604
+16
1425
$50.3K ﹤0.01%
429
+92
55 56
57
58 59