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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Sells

1 +$263M
2 +$2.46M
3 +$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$62.7K ﹤0.01%
556
-7
1427
$62.5K ﹤0.01%
2,491
-188
1428
$62.5K ﹤0.01%
3,385
+3
1429
$62.5K ﹤0.01%
1,651
+34
1430
$62.1K ﹤0.01%
833
+160
1431
$62K ﹤0.01%
3,138
-5
1432
$61.6K ﹤0.01%
2,960
+107
1433
$61.6K ﹤0.01%
276
+25
1434
$61.5K ﹤0.01%
2,875
+261
1435
$61.5K ﹤0.01%
3,985
+86
1436
$61K ﹤0.01%
1,736
+650
1437
$60.9K ﹤0.01%
7,837
+3,032
1438
$60.9K ﹤0.01%
4,429
+250
1439
$60.8K ﹤0.01%
2,102
+2,000
1440
$60.6K ﹤0.01%
859
-125
1441
$60.5K ﹤0.01%
1,904
1442
$60.4K ﹤0.01%
900
1443
$60.3K ﹤0.01%
1,422
+1,180
1444
$60.2K ﹤0.01%
3,951
-107
1445
$60K ﹤0.01%
1,740
+562
1446
$60K ﹤0.01%
2,788
+61
1447
$59.8K ﹤0.01%
1,737
+163
1448
$59.7K ﹤0.01%
1,157
-741
1449
$59.5K ﹤0.01%
1,216
+70
1450
$59.3K ﹤0.01%
2,415