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
1576
$37.3K ﹤0.01%
396
-40
1577
$37.3K ﹤0.01%
4,670
-857
1578
$37.1K ﹤0.01%
3,020
+1,952
1579
$37K ﹤0.01%
1,590
+395
1580
$36.9K ﹤0.01%
385
+16
1581
$36.9K ﹤0.01%
908
+279
1582
$36.8K ﹤0.01%
660
1583
$36.8K ﹤0.01%
1,230
1584
$36.7K ﹤0.01%
336
-300
1585
$36.6K ﹤0.01%
1,200
1586
$36.5K ﹤0.01%
1,365
+53
1587
$36.4K ﹤0.01%
294
-77
1588
$36.4K ﹤0.01%
692
+74
1589
$36.3K ﹤0.01%
7,928
+222
1590
$36.2K ﹤0.01%
16,614
1591
$36.2K ﹤0.01%
464
+4
1592
$36.2K ﹤0.01%
3,417
+164
1593
$36.1K ﹤0.01%
71
+7
1594
$36K ﹤0.01%
1,845
-7
1595
$36K ﹤0.01%
1,711
1596
$35.9K ﹤0.01%
1,003
-18
1597
$35.6K ﹤0.01%
1,037
+241
1598
$35.5K ﹤0.01%
1,068
+306
1599
$35.5K ﹤0.01%
2,546
+4
1600
$35.5K ﹤0.01%
5,724
-4,483
62 63
64
65 66