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
1651
$34.6K ﹤0.01%
1,483
-507
1652
$34.5K ﹤0.01%
1,970
-44
1653
$34.5K ﹤0.01%
1,500
1654
$34.4K ﹤0.01%
188
1655
$34.2K ﹤0.01%
1,400
+60
1656
$34.2K ﹤0.01%
753
-104
1657
$34.1K ﹤0.01%
1,604
-476
1658
$33.8K ﹤0.01%
507
1659
$33.8K ﹤0.01%
440
+10
1660
$33.7K ﹤0.01%
444
-168
1661
$33.5K ﹤0.01%
729
+380
1662
$33.5K ﹤0.01%
3,327
+2,399
1663
$33.4K ﹤0.01%
599
+57
1664
$33.4K ﹤0.01%
2,166
+1,308
1665
$33.4K ﹤0.01%
500
+250
1666
$33.3K ﹤0.01%
4,580
+1,843
1667
$33.3K ﹤0.01%
+1,489
1668
$33.2K ﹤0.01%
151
-346
1669
$33K ﹤0.01%
2,295
+71
1670
$32.9K ﹤0.01%
593
+221
1671
$32.9K ﹤0.01%
726
+132
1672
$32.9K ﹤0.01%
3,000
1673
$32.8K ﹤0.01%
2,020
-429
1674
$32.8K ﹤0.01%
411
-53
1675
$32.8K ﹤0.01%
2,571
-254
65 66
67
68 69