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
1551
$39.7K ﹤0.01%
386
+10
1552
$39.7K ﹤0.01%
916
-1,259
1553
$39.5K ﹤0.01%
791
-69
1554
$39.4K ﹤0.01%
205
-59
1555
$39K ﹤0.01%
1,916
-479
1556
$39K ﹤0.01%
883
1557
$39K ﹤0.01%
152
+2
1558
$39K ﹤0.01%
1,326
-349
1559
$38.9K ﹤0.01%
1,173
-5
1560
$38.8K ﹤0.01%
2,389
1561
$38.7K ﹤0.01%
2,642
+248
1562
$38.7K ﹤0.01%
4,403
-361
1563
$38.7K ﹤0.01%
4,222
+1,570
1564
$38.6K ﹤0.01%
483
+56
1565
$38.6K ﹤0.01%
2,740
-733
1566
$38.5K ﹤0.01%
466
-55
1567
$38.4K ﹤0.01%
452
1568
$38.2K ﹤0.01%
449
1569
$38.2K ﹤0.01%
10,412
+2,979
1570
$38.2K ﹤0.01%
611
-230
1571
$38K ﹤0.01%
1,828
-1,538
1572
$37.6K ﹤0.01%
537
-991
1573
$37.5K ﹤0.01%
1,102
+11
1574
$37.4K ﹤0.01%
1,478
-715
1575
$37.4K ﹤0.01%
1,500
-1,829
61 62
63
64 65