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
1776
$24.8K ﹤0.01%
1,067
-78
1777
$24.7K ﹤0.01%
233
-103
1778
$24.6K ﹤0.01%
410
+106
1779
$24.6K ﹤0.01%
679
+263
1780
$24.5K ﹤0.01%
810
-370
1781
$24.5K ﹤0.01%
6,354
1782
$24.4K ﹤0.01%
248
-66
1783
$24.3K ﹤0.01%
419
1784
$24.3K ﹤0.01%
173
+12
1785
$24.2K ﹤0.01%
1,929
-46
1786
$24.1K ﹤0.01%
361
+314
1787
$24.1K ﹤0.01%
481
-41
1788
$24.1K ﹤0.01%
221
+14
1789
$24K ﹤0.01%
429
-94
1790
$24K ﹤0.01%
311
1791
$24K ﹤0.01%
320
1792
$23.9K ﹤0.01%
572
-26
1793
$23.9K ﹤0.01%
947
1794
$23.8K ﹤0.01%
+260
1795
$23.8K ﹤0.01%
447
-16
1796
$23.7K ﹤0.01%
593
-560
1797
$23.7K ﹤0.01%
1,319
-20
1798
$23.7K ﹤0.01%
527
+105
1799
$23.7K ﹤0.01%
1,461
1800
$23.5K ﹤0.01%
526
+16
70 71
72
73 74