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
1676
$30.6K ﹤0.01%
4,578
+705
1677
$30.6K ﹤0.01%
591
1678
$30.5K ﹤0.01%
797
+228
1679
$30.5K ﹤0.01%
1,651
-33
1680
$30.4K ﹤0.01%
1,542
-101
1681
$30.3K ﹤0.01%
89
+6
1682
$30.3K ﹤0.01%
2,047
+450
1683
$30.3K ﹤0.01%
1,070
+658
1684
$30K ﹤0.01%
1,139
-118
1685
$30K ﹤0.01%
232
-1,197
1686
$29.9K ﹤0.01%
1,164
+899
1687
$29.9K ﹤0.01%
323
+122
1688
$29.7K ﹤0.01%
457
-17
1689
$29.5K ﹤0.01%
620
-194
1690
$29.5K ﹤0.01%
339
-48
1691
$29.4K ﹤0.01%
2,463
+455
1692
$29.1K ﹤0.01%
+624
1693
$29.1K ﹤0.01%
312
1694
$28.9K ﹤0.01%
708
-84
1695
$28.8K ﹤0.01%
16,856
+2,902
1696
$28.8K ﹤0.01%
1,175
+781
1697
$28.7K ﹤0.01%
1,589
+932
1698
$28.7K ﹤0.01%
1,418
+240
1699
$28.7K ﹤0.01%
1,195
+233
1700
$28.7K ﹤0.01%
148
+36
66 67
68
69 70