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
1876
$21.8K ﹤0.01%
264
1877
$21.8K ﹤0.01%
775
-3,372
1878
$21.8K ﹤0.01%
375
-70
1879
$21.7K ﹤0.01%
961
-144
1880
$21.7K ﹤0.01%
346
+2
1881
$21.7K ﹤0.01%
540
-942
1882
$21.7K ﹤0.01%
644
+339
1883
$21.6K ﹤0.01%
191
-386
1884
$21.6K ﹤0.01%
1,517
-3,025
1885
$21.6K ﹤0.01%
2,136
-781
1886
$21.4K ﹤0.01%
161
+24
1887
$21.3K ﹤0.01%
+1,715
1888
$21.3K ﹤0.01%
+175
1889
$21.3K ﹤0.01%
8,769
-6,188
1890
$21.2K ﹤0.01%
1,388
1891
$21.1K ﹤0.01%
580
-179
1892
$21.1K ﹤0.01%
532
+173
1893
$21.1K ﹤0.01%
595
-112
1894
$21K ﹤0.01%
994
-34
1895
$20.9K ﹤0.01%
1,000
1896
$20.9K ﹤0.01%
120
+12
1897
$20.9K ﹤0.01%
788
+18
1898
$20.9K ﹤0.01%
905
-33
1899
$20.8K ﹤0.01%
4,600
+1,400
1900
$20.8K ﹤0.01%
130
-6
74 75
76
77 78