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
1451
$48.8K ﹤0.01%
2,014
-1,806
1452
$48.8K ﹤0.01%
4,265
-1,896
1453
$48.8K ﹤0.01%
2,843
-20
1454
$48.3K ﹤0.01%
370
1455
$48.2K ﹤0.01%
1,196
+298
1456
$48.1K ﹤0.01%
1,857
-529
1457
$48.1K ﹤0.01%
661
-25
1458
$48.1K ﹤0.01%
1,238
-22
1459
$48.1K ﹤0.01%
813
+16
1460
$48K ﹤0.01%
914
+177
1461
$47.8K ﹤0.01%
2,727
+799
1462
$47.7K ﹤0.01%
750
-360
1463
$47.6K ﹤0.01%
3,113
+141
1464
$47.5K ﹤0.01%
1,544
-686
1465
$47.1K ﹤0.01%
1,100
1466
$47.1K ﹤0.01%
1,904
1467
$47.1K ﹤0.01%
1,021
+305
1468
$47K ﹤0.01%
1,290
-501
1469
$46.9K ﹤0.01%
519
+71
1470
$46.9K ﹤0.01%
790
-33
1471
$46.9K ﹤0.01%
588
-746
1472
$46.9K ﹤0.01%
315
-178
1473
$46.7K ﹤0.01%
205
+46
1474
$46.4K ﹤0.01%
4,096
+1,474
1475
$46.3K ﹤0.01%
+857
57 58
59
60 61