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
1526
$44.8K ﹤0.01%
1,593
-485
1527
$44.4K ﹤0.01%
801
+523
1528
$44.3K ﹤0.01%
7,979
+1,448
1529
$44.2K ﹤0.01%
6,740
+4,621
1530
$44.2K ﹤0.01%
10,525
-429
1531
$44K ﹤0.01%
261
+56
1532
$43.8K ﹤0.01%
3,494
+1,040
1533
$43.8K ﹤0.01%
1,649
+373
1534
$43.7K ﹤0.01%
496
-419
1535
$43.5K ﹤0.01%
4,414
+94
1536
$43.5K ﹤0.01%
8,433
1537
$43.4K ﹤0.01%
1,622
+20
1538
$43.3K ﹤0.01%
2,646
-1,076
1539
$42.9K ﹤0.01%
1,197
1540
$42.9K ﹤0.01%
1,325
+937
1541
$42.9K ﹤0.01%
673
-1,315
1542
$42.8K ﹤0.01%
609
1543
$42.7K ﹤0.01%
1,155
-16
1544
$42.7K ﹤0.01%
6,347
1545
$42.6K ﹤0.01%
1,431
1546
$42.4K ﹤0.01%
1,424
+219
1547
$42.4K ﹤0.01%
1,150
+615
1548
$42.3K ﹤0.01%
4,958
+262
1549
$42.3K ﹤0.01%
4,750
+250
1550
$42.2K ﹤0.01%
217
-299
60 61
62
63 64