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
1476
$49K ﹤0.01%
468
-397
1477
$49K ﹤0.01%
728
-55
1478
$48.8K ﹤0.01%
2,328
+222
1479
$48.8K ﹤0.01%
1,766
+967
1480
$48.8K ﹤0.01%
3,405
-1,676
1481
$48.5K ﹤0.01%
1,592
+751
1482
$48.5K ﹤0.01%
1,100
1483
$48.2K ﹤0.01%
381
-54
1484
$48.1K ﹤0.01%
5,595
+77
1485
$48.1K ﹤0.01%
206
+56
1486
$48K ﹤0.01%
1,112
+197
1487
$48K ﹤0.01%
736
-402
1488
$48K ﹤0.01%
4,594
-438
1489
$47.9K ﹤0.01%
2,463
+1,699
1490
$47.9K ﹤0.01%
883
-38
1491
$47.9K ﹤0.01%
1,574
+30
1492
$47.8K ﹤0.01%
606
+132
1493
$47.7K ﹤0.01%
1,445
+1,353
1494
$47.6K ﹤0.01%
239
+10
1495
$47.5K ﹤0.01%
308
+25
1496
$47.4K ﹤0.01%
2,807
+142
1497
$47.4K ﹤0.01%
494
1498
$47.3K ﹤0.01%
2,888
-749
1499
$47.2K ﹤0.01%
690
+177
1500
$47.1K ﹤0.01%
790
58 59
60
61 62