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
1701
$31.3K ﹤0.01%
1,139
1702
$31.3K ﹤0.01%
2,088
-158
1703
$31.2K ﹤0.01%
2,086
+515
1704
$31.2K ﹤0.01%
260
+5
1705
$31.1K ﹤0.01%
111
1706
$31.1K ﹤0.01%
593
-399
1707
$31.1K ﹤0.01%
1,464
+1,151
1708
$31.1K ﹤0.01%
745
-223
1709
$31K ﹤0.01%
1,314
+159
1710
$30.7K ﹤0.01%
2,008
1711
$30.5K ﹤0.01%
582
-27
1712
$30.4K ﹤0.01%
2,268
-3,091
1713
$30.4K ﹤0.01%
359
+206
1714
$30.3K ﹤0.01%
4,632
+1,268
1715
$30.3K ﹤0.01%
740
1716
$30.3K ﹤0.01%
177
+50
1717
$30.2K ﹤0.01%
2,492
+649
1718
$30.2K ﹤0.01%
4,716
+198
1719
$30.2K ﹤0.01%
3,032
+243
1720
$30.1K ﹤0.01%
174
+16
1721
$29.9K ﹤0.01%
294
+30
1722
$29.9K ﹤0.01%
315
-35
1723
$29.9K ﹤0.01%
884
-155
1724
$29.7K ﹤0.01%
1,594
1725
$29.7K ﹤0.01%
1,791
-32
67 68
69
70 71