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
1701
$28.7K ﹤0.01%
1,624
+1,164
1702
$28.6K ﹤0.01%
479
+111
1703
$28.6K ﹤0.01%
3,307
+2,946
1704
$28.4K ﹤0.01%
317
-78
1705
$28.4K ﹤0.01%
1,604
1706
$28.4K ﹤0.01%
4,000
1707
$28.3K ﹤0.01%
336
-627
1708
$28.2K ﹤0.01%
542
1709
$28.1K ﹤0.01%
3,042
-13,539
1710
$28.1K ﹤0.01%
2,735
+1,680
1711
$28K ﹤0.01%
1,000
1712
$28K ﹤0.01%
1,217
+37
1713
$28K ﹤0.01%
950
+350
1714
$28K ﹤0.01%
703
1715
$27.9K ﹤0.01%
436
+10
1716
$27.9K ﹤0.01%
1,451
-300
1717
$27.9K ﹤0.01%
237
-56
1718
$27.8K ﹤0.01%
556
-30
1719
$27.7K ﹤0.01%
180
+84
1720
$27.7K ﹤0.01%
469
+292
1721
$27.7K ﹤0.01%
381
+335
1722
$27.6K ﹤0.01%
2,655
-2,522
1723
$27.6K ﹤0.01%
610
+28
1724
$27.6K ﹤0.01%
283
1725
$27.6K ﹤0.01%
195
-222
67 68
69
70 71