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
1426
$53.4K ﹤0.01%
2,437
+279
1427
$53K ﹤0.01%
3,024
-63
1428
$52.9K ﹤0.01%
390
+18
1429
$52.7K ﹤0.01%
547
-36
1430
$52.7K ﹤0.01%
373
+91
1431
$52.5K ﹤0.01%
629
+28
1432
$52.5K ﹤0.01%
800
1433
$52.4K ﹤0.01%
633
-16
1434
$52.4K ﹤0.01%
2,565
+2
1435
$52.3K ﹤0.01%
541
+141
1436
$52.3K ﹤0.01%
1,432
-135
1437
$51.8K ﹤0.01%
1,366
+122
1438
$51.7K ﹤0.01%
753
-1,192
1439
$51.6K ﹤0.01%
844
+107
1440
$51.5K ﹤0.01%
2,805
-2
1441
$51.4K ﹤0.01%
1,900
1442
$51.3K ﹤0.01%
1,906
-30
1443
$51.3K ﹤0.01%
600
+78
1444
$51.3K ﹤0.01%
1,000
1445
$51.1K ﹤0.01%
9,434
+534
1446
$51K ﹤0.01%
1,230
-4,611
1447
$50.9K ﹤0.01%
1,200
-45
1448
$50.8K ﹤0.01%
4,105
-1,364
1449
$50.7K ﹤0.01%
251
-49
1450
$50.6K ﹤0.01%
172
-14
56 57
58
59 60