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
1476
$46.3K ﹤0.01%
1,175
+244
1477
$46.2K ﹤0.01%
775
-9
1478
$46.2K ﹤0.01%
494
1479
$46.1K ﹤0.01%
7,383
+3,272
1480
$46K ﹤0.01%
1,000
1481
$46K ﹤0.01%
738
1482
$45.9K ﹤0.01%
188
+82
1483
$45.7K ﹤0.01%
792
-17
1484
$45.7K ﹤0.01%
685
+285
1485
$45.6K ﹤0.01%
539
-290
1486
$45.6K ﹤0.01%
9,191
+429
1487
$45.5K ﹤0.01%
239
-49
1488
$45.4K ﹤0.01%
495
+435
1489
$45.4K ﹤0.01%
811
+173
1490
$45.4K ﹤0.01%
1,544
-21
1491
$45.3K ﹤0.01%
686
+148
1492
$45.3K ﹤0.01%
570
+56
1493
$44.8K ﹤0.01%
4,857
+1,015
1494
$44.7K ﹤0.01%
3,038
-366
1495
$44.7K ﹤0.01%
413
-200
1496
$44.6K ﹤0.01%
744
+54
1497
$44.6K ﹤0.01%
2,084
1498
$44.5K ﹤0.01%
93
+4
1499
$44.5K ﹤0.01%
709
+69
1500
$44.4K ﹤0.01%
5,393
+2,763
58 59
60
61 62