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
1401
$55.4K ﹤0.01%
1,327
-9
1402
$55.3K ﹤0.01%
1,211
1403
$55.3K ﹤0.01%
887
+227
1404
$55.1K ﹤0.01%
698
+50
1405
$55.1K ﹤0.01%
860
1406
$55K ﹤0.01%
5,545
+101
1407
$54.9K ﹤0.01%
6,022
-2,692
1408
$54.9K ﹤0.01%
580
-318
1409
$54.8K ﹤0.01%
2,465
-99
1410
$54.8K ﹤0.01%
505
-111
1411
$54.8K ﹤0.01%
627
-36
1412
$54.8K ﹤0.01%
244
+150
1413
$54.7K ﹤0.01%
496
+54
1414
$54.3K ﹤0.01%
7,939
-1,709
1415
$54.1K ﹤0.01%
5,687
+26
1416
$54.1K ﹤0.01%
215
+46
1417
$54.1K ﹤0.01%
1,883
1418
$54K ﹤0.01%
2,679
+122
1419
$53.9K ﹤0.01%
2,884
+503
1420
$53.8K ﹤0.01%
1,079
+275
1421
$53.8K ﹤0.01%
1,318
1422
$53.6K ﹤0.01%
3,053
1423
$53.6K ﹤0.01%
4,563
+79
1424
$53.5K ﹤0.01%
306
+72
1425
$53.4K ﹤0.01%
221
+50
55 56
57
58 59