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
1526
$42.2K ﹤0.01%
1,750
-3,039
1527
$42.2K ﹤0.01%
305
+34
1528
$42.2K ﹤0.01%
2,537
1529
$42.1K ﹤0.01%
18,623
+505
1530
$42.1K ﹤0.01%
1,602
+366
1531
$41.8K ﹤0.01%
951
-266
1532
$41.7K ﹤0.01%
578
1533
$41.6K ﹤0.01%
3,662
+3,002
1534
$41.6K ﹤0.01%
1,760
1535
$41.6K ﹤0.01%
373
+23
1536
$41.5K ﹤0.01%
1,155
-723
1537
$41.4K ﹤0.01%
1,288
1538
$41.2K ﹤0.01%
1,917
-397
1539
$41.1K ﹤0.01%
239
-171
1540
$40.8K ﹤0.01%
1,172
-4
1541
$40.7K ﹤0.01%
327
+55
1542
$40.6K ﹤0.01%
223
-4
1543
$40.4K ﹤0.01%
654
-94
1544
$40.3K ﹤0.01%
256
-70
1545
$40.2K ﹤0.01%
601
-30
1546
$40.1K ﹤0.01%
612
+63
1547
$40K ﹤0.01%
635
+183
1548
$39.9K ﹤0.01%
889
-3
1549
$39.9K ﹤0.01%
875
+156
1550
$39.8K ﹤0.01%
346
-598
60 61
62
63 64