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
1501
$44.4K ﹤0.01%
319
-73
1502
$44.3K ﹤0.01%
1,256
+223
1503
$44.1K ﹤0.01%
2,288
-80
1504
$44.1K ﹤0.01%
550
+176
1505
$43.8K ﹤0.01%
297
-10
1506
$43.8K ﹤0.01%
1,215
+538
1507
$43.8K ﹤0.01%
128
-18
1508
$43.7K ﹤0.01%
5,792
+4,054
1509
$43.5K ﹤0.01%
848
1510
$43.4K ﹤0.01%
4,997
+873
1511
$43.3K ﹤0.01%
+500
1512
$43.2K ﹤0.01%
752
-49
1513
$43.1K ﹤0.01%
2,045
-170
1514
$43K ﹤0.01%
233
-99
1515
$43K ﹤0.01%
534
+3
1516
$42.8K ﹤0.01%
415
-40
1517
$42.8K ﹤0.01%
2,060
-748
1518
$42.7K ﹤0.01%
4,014
+841
1519
$42.7K ﹤0.01%
962
+800
1520
$42.6K ﹤0.01%
5,140
+3,786
1521
$42.5K ﹤0.01%
1,132
-67
1522
$42.4K ﹤0.01%
5,428
+3,615
1523
$42.4K ﹤0.01%
290
+227
1524
$42.4K ﹤0.01%
440
+206
1525
$42.2K ﹤0.01%
2,235
59 60
61
62 63