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
1626
$36K ﹤0.01%
586
+25
1627
$35.9K ﹤0.01%
492
-196
1628
$35.9K ﹤0.01%
216
+4
1629
$35.8K ﹤0.01%
585
-101
1630
$35.8K ﹤0.01%
389
+23
1631
$35.8K ﹤0.01%
425
+74
1632
$35.6K ﹤0.01%
2,865
-217
1633
$35.6K ﹤0.01%
2,364
+1,848
1634
$35.6K ﹤0.01%
471
-107
1635
$35.5K ﹤0.01%
967
-267
1636
$35.5K ﹤0.01%
241
+168
1637
$35.5K ﹤0.01%
2,198
+653
1638
$35.4K ﹤0.01%
695
+12
1639
$35.4K ﹤0.01%
512
+143
1640
$35.4K ﹤0.01%
445
+2
1641
$35.3K ﹤0.01%
1,414
1642
$35.3K ﹤0.01%
423
-32
1643
$35.3K ﹤0.01%
438
-48
1644
$35.3K ﹤0.01%
577
+40
1645
$35.2K ﹤0.01%
3,384
+2,771
1646
$35K ﹤0.01%
235
+160
1647
$34.9K ﹤0.01%
1,200
1648
$34.7K ﹤0.01%
3,169
-6,117
1649
$34.7K ﹤0.01%
1,332
-590
1650
$34.6K ﹤0.01%
1,098
+305
64 65
66
67 68