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
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$119M
3
+$16M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.35M

Top Sells

1
+$142M
2
+$76.6M
3
+$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$53.2K ﹤0.01%
287
-46
1527
$53.1K ﹤0.01%
5,713
-2,256
1528
$53K ﹤0.01%
628
1529
$52.9K ﹤0.01%
414
+184
1530
$52.8K ﹤0.01%
4,372
+2,603
1531
$52.7K ﹤0.01%
217
+73
1532
$52.7K ﹤0.01%
6,621
-554
1533
$52.6K ﹤0.01%
1,980
-19
1534
$52.5K ﹤0.01%
736
-7
1535
$52.4K ﹤0.01%
6,863
+2,306
1536
$52.3K ﹤0.01%
822
-96
1537
$52.2K ﹤0.01%
498
+8
1538
$52.1K ﹤0.01%
2,250
-4,806
1539
$51.8K ﹤0.01%
2,789
+2,778
1540
$51.8K ﹤0.01%
2,119
+81
1541
$51.8K ﹤0.01%
2,211
+484
1542
$51.8K ﹤0.01%
4,924
+2,086
1543
$51.8K ﹤0.01%
2,250
+17
1544
$51.7K ﹤0.01%
948
-25
1545
$51.7K ﹤0.01%
566
-56
1546
$51.6K ﹤0.01%
212
-53
1547
$51.5K ﹤0.01%
2,903
+11
1548
$51.4K ﹤0.01%
877
+179
1549
$51.4K ﹤0.01%
338
+9
1550
$51.3K ﹤0.01%
401
-677
60 61
62
63 64