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
1651
$32.6K ﹤0.01%
1,851
+1,247
1652
$32.6K ﹤0.01%
513
-51
1653
$32.5K ﹤0.01%
3,255
+2,240
1654
$32.5K ﹤0.01%
1,553
-15
1655
$32.5K ﹤0.01%
1,243
+271
1656
$32.4K ﹤0.01%
4,342
+92
1657
$32.4K ﹤0.01%
1,208
-35
1658
$32.3K ﹤0.01%
298
-219
1659
$32.3K ﹤0.01%
349
1660
$32.2K ﹤0.01%
1,080
1661
$32.2K ﹤0.01%
507
1662
$31.9K ﹤0.01%
260
-4
1663
$31.9K ﹤0.01%
3,108
-986
1664
$31.8K ﹤0.01%
+2,058
1665
$31.8K ﹤0.01%
98
-245
1666
$31.8K ﹤0.01%
652
+464
1667
$31.8K ﹤0.01%
1,956
+266
1668
$31.7K ﹤0.01%
366
+170
1669
$31.6K ﹤0.01%
459
-221
1670
$31.4K ﹤0.01%
810
+504
1671
$31.4K ﹤0.01%
21,966
+5,767
1672
$31.4K ﹤0.01%
2,265
+352
1673
$30.7K ﹤0.01%
214
-362
1674
$30.7K ﹤0.01%
529
-38
1675
$30.6K ﹤0.01%
1,700
65 66
67
68 69