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
1826
$22.2K ﹤0.01%
1,294
+1,003
1827
$22.2K ﹤0.01%
350
+60
1828
$22.2K ﹤0.01%
438
1829
$22.1K ﹤0.01%
495
+43
1830
$22.1K ﹤0.01%
779
1831
$22.1K ﹤0.01%
923
+593
1832
$22.1K ﹤0.01%
400
1833
$22.1K ﹤0.01%
1,000
1834
$22.1K ﹤0.01%
3,415
+2,876
1835
$21.9K ﹤0.01%
528
-352
1836
$21.9K ﹤0.01%
1,418
+52
1837
$21.8K ﹤0.01%
637
+4
1838
$21.8K ﹤0.01%
1,122
+12
1839
$21.8K ﹤0.01%
339
1840
$21.7K ﹤0.01%
1,149
+946
1841
$21.7K ﹤0.01%
1,286
-526
1842
$21.6K ﹤0.01%
513
-22
1843
$21.5K ﹤0.01%
357
1844
$21.5K ﹤0.01%
1,908
-1,001
1845
$21.5K ﹤0.01%
1,123
+131
1846
$21.5K ﹤0.01%
938
1847
$21.5K ﹤0.01%
526
+328
1848
$21.4K ﹤0.01%
3,190
+2,579
1849
$21.3K ﹤0.01%
16,000
1850
$21.2K ﹤0.01%
1,228
-310
72 73
74
75 76