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
1551
$42.2K ﹤0.01%
970
-169
1552
$42.2K ﹤0.01%
389
+15
1553
$42.1K ﹤0.01%
457
1554
$42K ﹤0.01%
336
1555
$42K ﹤0.01%
398
+222
1556
$41.7K ﹤0.01%
349
1557
$41.7K ﹤0.01%
1,731
+502
1558
$41.6K ﹤0.01%
395
+194
1559
$41.5K ﹤0.01%
2,506
+1,877
1560
$41.5K ﹤0.01%
295
+44
1561
$41.5K ﹤0.01%
423
+81
1562
$41.4K ﹤0.01%
3,541
+1,777
1563
$41.4K ﹤0.01%
3,470
-75
1564
$41.3K ﹤0.01%
100
-394
1565
$41.2K ﹤0.01%
698
-20
1566
$40.8K ﹤0.01%
945
+724
1567
$40.7K ﹤0.01%
1,178
+387
1568
$40.5K ﹤0.01%
649
+56
1569
$40.5K ﹤0.01%
532
-285
1570
$40.3K ﹤0.01%
467
-73
1571
$40.3K ﹤0.01%
4,906
+201
1572
$40.3K ﹤0.01%
651
-121
1573
$40.2K ﹤0.01%
390
+330
1574
$40.2K ﹤0.01%
1,129
-719
1575
$40.2K ﹤0.01%
141
+7
61 62
63
64 65