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
1451
$50.6K ﹤0.01%
332
-113
1452
$50.6K ﹤0.01%
1,689
+2
1453
$50.5K ﹤0.01%
619
-683
1454
$50.5K ﹤0.01%
1,155
+32
1455
$50.5K ﹤0.01%
2,072
-2,541
1456
$50.5K ﹤0.01%
576
+87
1457
$50.4K ﹤0.01%
744
+470
1458
$50.4K ﹤0.01%
683
-22
1459
$50.2K ﹤0.01%
3,262
+154
1460
$50K ﹤0.01%
1,691
+1,517
1461
$49.9K ﹤0.01%
1,872
+307
1462
$49.9K ﹤0.01%
588
-330
1463
$49.9K ﹤0.01%
742
-72
1464
$49.9K ﹤0.01%
4,314
-229
1465
$49.8K ﹤0.01%
1,158
-3,670
1466
$49.7K ﹤0.01%
2,729
+68
1467
$49.7K ﹤0.01%
409
-88
1468
$49.6K ﹤0.01%
5,054
-1,853
1469
$49.5K ﹤0.01%
948
+99
1470
$49.4K ﹤0.01%
892
+99
1471
$49.3K ﹤0.01%
1,030
+182
1472
$49.2K ﹤0.01%
1,874
+290
1473
$49.2K ﹤0.01%
755
-643
1474
$49.1K ﹤0.01%
4,481
+3,265
1475
$49.1K ﹤0.01%
1,443
-1,218
57 58
59
60 61