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
1801
$25.3K ﹤0.01%
582
+415
1802
$25.3K ﹤0.01%
201
1803
$25.2K ﹤0.01%
1,461
+605
1804
$25.2K ﹤0.01%
654
+343
1805
$25.1K ﹤0.01%
146
-3
1806
$25.1K ﹤0.01%
295
1807
$25.1K ﹤0.01%
1,610
-977
1808
$25K ﹤0.01%
2,421
-240
1809
$24.8K ﹤0.01%
828
-68
1810
$24.8K ﹤0.01%
314
+36
1811
$24.7K ﹤0.01%
263
-388
1812
$24.7K ﹤0.01%
168
-44
1813
$24.7K ﹤0.01%
2,160
+822
1814
$24.7K ﹤0.01%
309
+8
1815
$24.6K ﹤0.01%
1,050
+50
1816
$24.5K ﹤0.01%
165
+91
1817
$24.5K ﹤0.01%
546
-586
1818
$24.5K ﹤0.01%
279
+100
1819
$24.5K ﹤0.01%
286
+227
1820
$24.5K ﹤0.01%
884
-3
1821
$24.4K ﹤0.01%
685
1822
$24.4K ﹤0.01%
7,719
+4,849
1823
$24.2K ﹤0.01%
1,703
+303
1824
$24.2K ﹤0.01%
1,280
-1,036
1825
$24.2K ﹤0.01%
168
-47
71 72
73
74 75