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
1751
$26.3K ﹤0.01%
1,634
-40
1752
$26.1K ﹤0.01%
462
+4
1753
$26K ﹤0.01%
1,402
1754
$26K ﹤0.01%
4,169
+3,009
1755
$26K ﹤0.01%
850
1756
$26K ﹤0.01%
460
+181
1757
$25.9K ﹤0.01%
364
1758
$25.8K ﹤0.01%
9,153
+1,567
1759
$25.6K ﹤0.01%
266
1760
$25.6K ﹤0.01%
790
1761
$25.6K ﹤0.01%
979
+677
1762
$25.5K ﹤0.01%
1,389
+93
1763
$25.5K ﹤0.01%
182
1764
$25.5K ﹤0.01%
164
1765
$25.5K ﹤0.01%
1,130
1766
$25.4K ﹤0.01%
127
-5
1767
$25.4K ﹤0.01%
2,417
-928
1768
$25.4K ﹤0.01%
559
-274
1769
$25.3K ﹤0.01%
937
-134
1770
$25.3K ﹤0.01%
333
-4
1771
$25.2K ﹤0.01%
265
+205
1772
$25.1K ﹤0.01%
584
+45
1773
$25.1K ﹤0.01%
961
1774
$25.1K ﹤0.01%
2,512
-151
1775
$24.8K ﹤0.01%
2,008
69 70
71
72 73