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
1576
$48.8K ﹤0.01%
1,472
+1,022
1577
$48.7K ﹤0.01%
1,514
+65
1578
$48.6K ﹤0.01%
288
-31
1579
$48.6K ﹤0.01%
2,217
-976
1580
$48.5K ﹤0.01%
1,391
-110
1581
$48.5K ﹤0.01%
1,546
-252
1582
$48.5K ﹤0.01%
1,387
+176
1583
$48.2K ﹤0.01%
+1,000
1584
$47.9K ﹤0.01%
662
+170
1585
$47.9K ﹤0.01%
1,876
+1,373
1586
$47.8K ﹤0.01%
+610
1587
$47.7K ﹤0.01%
4,021
+1,899
1588
$47.7K ﹤0.01%
11,278
-22,135
1589
$47.7K ﹤0.01%
1,128
+282
1590
$47.6K ﹤0.01%
1,760
1591
$47.5K ﹤0.01%
940
+181
1592
$47.4K ﹤0.01%
398
+143
1593
$47.4K ﹤0.01%
592
+74
1594
$47.2K ﹤0.01%
540
-14
1595
$47.1K ﹤0.01%
2,877
+2,271
1596
$47.1K ﹤0.01%
1,724
-19
1597
$46.9K ﹤0.01%
2,054
1598
$46.8K ﹤0.01%
1,864
-4,972
1599
$46.8K ﹤0.01%
599
-18
1600
$46.8K ﹤0.01%
2,598
62 63
64
65 66