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
1426
$50.3K ﹤0.01%
1,105
-115
1427
$50.2K ﹤0.01%
21,632
-3,125
1428
$50.2K ﹤0.01%
269
-4
1429
$50.2K ﹤0.01%
905
+18
1430
$50.1K ﹤0.01%
1,069
1431
$50.1K ﹤0.01%
4,656
+3,065
1432
$50.1K ﹤0.01%
1,776
+1,177
1433
$50.1K ﹤0.01%
10,500
+700
1434
$50K ﹤0.01%
1,687
-109
1435
$50K ﹤0.01%
238
-17
1436
$50K ﹤0.01%
1,000
1437
$50K ﹤0.01%
800
1438
$49.8K ﹤0.01%
1,548
+1,215
1439
$49.8K ﹤0.01%
2,562
+2,502
1440
$49.7K ﹤0.01%
4,785
+817
1441
$49.7K ﹤0.01%
2,963
+1,054
1442
$49.7K ﹤0.01%
2,000
-500
1443
$49.6K ﹤0.01%
1,900
1444
$49.4K ﹤0.01%
384
+2
1445
$49.4K ﹤0.01%
18
+4
1446
$49.3K ﹤0.01%
6,292
-686
1447
$49.2K ﹤0.01%
1,039
1448
$48.9K ﹤0.01%
5,473
+1
1449
$48.9K ﹤0.01%
3,525
+1,824
1450
$48.9K ﹤0.01%
277
56 57
58
59 60