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
1601
$35.4K ﹤0.01%
341
1602
$35.3K ﹤0.01%
1,521
+676
1603
$35.3K ﹤0.01%
1,200
-1,534
1604
$35.3K ﹤0.01%
1,393
1605
$35.2K ﹤0.01%
1,414
1606
$35.1K ﹤0.01%
1,604
1607
$35.1K ﹤0.01%
420
+73
1608
$35K ﹤0.01%
1,500
1609
$35K ﹤0.01%
3,000
1610
$34.9K ﹤0.01%
+1,010
1611
$34.9K ﹤0.01%
157
-1
1612
$34.9K ﹤0.01%
2,837
1613
$34.8K ﹤0.01%
474
1614
$34.7K ﹤0.01%
1,291
+494
1615
$34.6K ﹤0.01%
1,960
+1,924
1616
$34.5K ﹤0.01%
1,570
-315
1617
$34.4K ﹤0.01%
861
1618
$34.4K ﹤0.01%
1,023
-74
1619
$34.3K ﹤0.01%
3,309
-1,356
1620
$34.3K ﹤0.01%
1,511
1621
$34.2K ﹤0.01%
330
+8
1622
$34.2K ﹤0.01%
2,099
+1,441
1623
$34.1K ﹤0.01%
15,723
-747
1624
$34.1K ﹤0.01%
422
+264
1625
$34K ﹤0.01%
343
-213
63 64
65
66 67