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
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$119M
3
+$16M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.35M

Top Sells

1
+$142M
2
+$76.6M
3
+$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$29.4K ﹤0.01%
1,366
+126
1852
$29.4K ﹤0.01%
177
-18
1853
$29.3K ﹤0.01%
500
1854
$29.2K ﹤0.01%
+1,056
1855
$29.2K ﹤0.01%
298
1856
$29.1K ﹤0.01%
925
+550
1857
$29K ﹤0.01%
347
+11
1858
$29K ﹤0.01%
672
1859
$28.9K ﹤0.01%
167
-9
1860
$28.9K ﹤0.01%
+2,000
1861
$28.9K ﹤0.01%
478
+55
1862
$28.9K ﹤0.01%
1,553
+73
1863
$28.9K ﹤0.01%
1,043
+147
1864
$28.8K ﹤0.01%
870
-136
1865
$28.7K ﹤0.01%
157
-1
1866
$28.6K ﹤0.01%
866
1867
$28.6K ﹤0.01%
761
+372
1868
$28.5K ﹤0.01%
704
+78
1869
$28.5K ﹤0.01%
6,858
+4,360
1870
$28.4K ﹤0.01%
397
-14
1871
$28.3K ﹤0.01%
2,968
-435
1872
$28.3K ﹤0.01%
399
-559
1873
$28.2K ﹤0.01%
366
+30
1874
$28.2K ﹤0.01%
2,583
+31
1875
$28.2K ﹤0.01%
7,182
-60
73 74
75
76 77