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
1576
$40.2K ﹤0.01%
671
+111
1577
$40.1K ﹤0.01%
542
+18
1578
$40.1K ﹤0.01%
2,024
+945
1579
$40.1K ﹤0.01%
359
+27
1580
$39.9K ﹤0.01%
1,086
+498
1581
$39.9K ﹤0.01%
+4,522
1582
$39.9K ﹤0.01%
387
-119
1583
$39.8K ﹤0.01%
662
1584
$39.8K ﹤0.01%
743
-364
1585
$39.8K ﹤0.01%
630
+290
1586
$39.7K ﹤0.01%
1,056
-111
1587
$39.6K ﹤0.01%
+2,700
1588
$39.5K ﹤0.01%
521
+103
1589
$39.3K ﹤0.01%
1,297
-721
1590
$39.3K ﹤0.01%
947
-389
1591
$39.2K ﹤0.01%
2,772
+2,383
1592
$39K ﹤0.01%
1,678
+22
1593
$38.6K ﹤0.01%
+6,013
1594
$38.5K ﹤0.01%
387
+21
1595
$38.4K ﹤0.01%
2,597
+1,766
1596
$38.4K ﹤0.01%
449
1597
$38.3K ﹤0.01%
2,897
+175
1598
$38.3K ﹤0.01%
2,476
+1,346
1599
$38.1K ﹤0.01%
2,781
+346
1600
$38.1K ﹤0.01%
2,314
-62
62 63
64
65 66