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
1726
$27.5K ﹤0.01%
160
1727
$27.4K ﹤0.01%
2,426
-18
1728
$27.4K ﹤0.01%
4,147
+2,177
1729
$27.3K ﹤0.01%
882
+75
1730
$27.2K ﹤0.01%
+2,125
1731
$27.2K ﹤0.01%
159
+18
1732
$27.2K ﹤0.01%
239
+42
1733
$27.2K ﹤0.01%
125
1734
$27K ﹤0.01%
1,362
+530
1735
$27K ﹤0.01%
1,520
1736
$27K ﹤0.01%
2,486
-500
1737
$26.9K ﹤0.01%
10,600
1738
$26.8K ﹤0.01%
1,000
1739
$26.7K ﹤0.01%
854
+468
1740
$26.6K ﹤0.01%
463
+10
1741
$26.5K ﹤0.01%
215
+92
1742
$26.5K ﹤0.01%
308
-53
1743
$26.5K ﹤0.01%
680
+100
1744
$26.4K ﹤0.01%
4,780
+3,463
1745
$26.4K ﹤0.01%
225
+64
1746
$26.4K ﹤0.01%
424
1747
$26.4K ﹤0.01%
1,672
+73
1748
$26.4K ﹤0.01%
54,980
1749
$26.4K ﹤0.01%
658
1750
$26.3K ﹤0.01%
362
68 69
70
71 72