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
1626
$34K ﹤0.01%
2,022
+163
1627
$34K ﹤0.01%
8,656
+498
1628
$34K ﹤0.01%
490
+10
1629
$34K ﹤0.01%
1,804
+605
1630
$33.9K ﹤0.01%
657
-133
1631
$33.8K ﹤0.01%
831
+186
1632
$33.8K ﹤0.01%
1,258
-845
1633
$33.6K ﹤0.01%
1,953
+462
1634
$33.6K ﹤0.01%
2,511
1635
$33.5K ﹤0.01%
906
-352
1636
$33.5K ﹤0.01%
2,380
+673
1637
$33.5K ﹤0.01%
3,780
-1,084
1638
$33.5K ﹤0.01%
115
+4
1639
$33.5K ﹤0.01%
648
+53
1640
$33.4K ﹤0.01%
1,161
1641
$33.4K ﹤0.01%
365
-16
1642
$33.2K ﹤0.01%
668
1643
$33.1K ﹤0.01%
355
1644
$33.1K ﹤0.01%
896
+205
1645
$33K ﹤0.01%
197
+86
1646
$33K ﹤0.01%
380
-700
1647
$32.9K ﹤0.01%
1,336
1648
$32.9K ﹤0.01%
568
+31
1649
$32.8K ﹤0.01%
2,642
-95
1650
$32.8K ﹤0.01%
178
+8
64 65
66
67 68