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
1676
$32.6K ﹤0.01%
2,280
-327
1677
$32.6K ﹤0.01%
1,700
1678
$32.5K ﹤0.01%
192
-233
1679
$32.4K ﹤0.01%
927
-168
1680
$32.4K ﹤0.01%
677
-240
1681
$32.4K ﹤0.01%
961
1682
$32.2K ﹤0.01%
1,126
+232
1683
$32.2K ﹤0.01%
557
+12
1684
$32.2K ﹤0.01%
2,511
1685
$32.2K ﹤0.01%
695
+292
1686
$32.2K ﹤0.01%
853
-42
1687
$32.1K ﹤0.01%
+7,158
1688
$32.1K ﹤0.01%
223
+104
1689
$32.1K ﹤0.01%
1,276
+277
1690
$32K ﹤0.01%
340
-313
1691
$32K ﹤0.01%
8,350
-916
1692
$32K ﹤0.01%
560
1693
$32K ﹤0.01%
63
-30
1694
$31.8K ﹤0.01%
331
+113
1695
$31.7K ﹤0.01%
16,614
1696
$31.7K ﹤0.01%
281
+8
1697
$31.6K ﹤0.01%
580
+31
1698
$31.6K ﹤0.01%
1,410
+68
1699
$31.5K ﹤0.01%
830
+242
1700
$31.4K ﹤0.01%
250
+37
66 67
68
69 70