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
1876
$20.3K ﹤0.01%
391
+280
1877
$20.2K ﹤0.01%
269
-47
1878
$20.2K ﹤0.01%
355
+105
1879
$20.2K ﹤0.01%
209
+104
1880
$20.1K ﹤0.01%
2,247
+210
1881
$20.1K ﹤0.01%
169
-22
1882
$20K ﹤0.01%
200
1883
$20K ﹤0.01%
611
-451
1884
$20K ﹤0.01%
206
-3
1885
$20K ﹤0.01%
2,429
+1,737
1886
$20K ﹤0.01%
644
+57
1887
$19.9K ﹤0.01%
48
-20
1888
$19.9K ﹤0.01%
230
+130
1889
$19.9K ﹤0.01%
+447
1890
$19.9K ﹤0.01%
2,638
-478
1891
$19.9K ﹤0.01%
924
+709
1892
$19.8K ﹤0.01%
440
+278
1893
$19.8K ﹤0.01%
127
+36
1894
$19.7K ﹤0.01%
5,347
-41
1895
$19.7K ﹤0.01%
2,804
-583
1896
$19.6K ﹤0.01%
770
+19
1897
$19.6K ﹤0.01%
2,737
+914
1898
$19.6K ﹤0.01%
595
1899
$19.5K ﹤0.01%
476
+254
1900
$19.5K ﹤0.01%
247
74 75
76
77 78