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
1726
$29.6K ﹤0.01%
1,115
+51
1727
$29.6K ﹤0.01%
673
-143
1728
$29.5K ﹤0.01%
115
-4
1729
$29.5K ﹤0.01%
490
+385
1730
$29.4K ﹤0.01%
1,150
+150
1731
$29.1K ﹤0.01%
841
+98
1732
$29.1K ﹤0.01%
730
+216
1733
$29.1K ﹤0.01%
+150
1734
$29K ﹤0.01%
1,397
-120
1735
$28.9K ﹤0.01%
+1,125
1736
$28.8K ﹤0.01%
308
+29
1737
$28.8K ﹤0.01%
758
+742
1738
$28.7K ﹤0.01%
415
-170
1739
$28.7K ﹤0.01%
352
-1,176
1740
$28.7K ﹤0.01%
1,969
+135
1741
$28.7K ﹤0.01%
430
+80
1742
$28.6K ﹤0.01%
1,107
+603
1743
$28.5K ﹤0.01%
250
-26
1744
$28.5K ﹤0.01%
140
+27
1745
$28.4K ﹤0.01%
76
+5
1746
$28.4K ﹤0.01%
850
+295
1747
$28.3K ﹤0.01%
2,949
+2,649
1748
$28.3K ﹤0.01%
3,934
+59
1749
$28.2K ﹤0.01%
4,000
-350
1750
$28.2K ﹤0.01%
750
-125
68 69
70
71 72