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
1801
$23.4K ﹤0.01%
718
-44
1802
$23.4K ﹤0.01%
131
-2
1803
$23.4K ﹤0.01%
3,102
+2,586
1804
$23.3K ﹤0.01%
118
+16
1805
$23.2K ﹤0.01%
1,027
-31
1806
$23.2K ﹤0.01%
1,537
-412
1807
$23.2K ﹤0.01%
291
-47
1808
$23.1K ﹤0.01%
151
1809
$23.1K ﹤0.01%
295
1810
$23K ﹤0.01%
6,445
+39
1811
$23K ﹤0.01%
1,856
+932
1812
$22.9K ﹤0.01%
775
-10
1813
$22.9K ﹤0.01%
5,003
+2,122
1814
$22.9K ﹤0.01%
7,271
+2,843
1815
$22.9K ﹤0.01%
2,172
+2,141
1816
$22.7K ﹤0.01%
416
+1
1817
$22.7K ﹤0.01%
1,203
+83
1818
$22.6K ﹤0.01%
1,551
+551
1819
$22.6K ﹤0.01%
204
+21
1820
$22.5K ﹤0.01%
1,513
-467
1821
$22.5K ﹤0.01%
903
1822
$22.4K ﹤0.01%
676
-20
1823
$22.4K ﹤0.01%
51
-39
1824
$22.4K ﹤0.01%
354
-11
1825
$22.2K ﹤0.01%
1,025
+284
71 72
73
74 75