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
1901
$19.4K ﹤0.01%
527
-54
1902
$19.4K ﹤0.01%
3,910
+525
1903
$19.4K ﹤0.01%
73
-578
1904
$19.4K ﹤0.01%
113
-14
1905
$19.4K ﹤0.01%
487
1906
$19.3K ﹤0.01%
478
1907
$19.3K ﹤0.01%
1,820
-582
1908
$19.3K ﹤0.01%
2,691
+810
1909
$19.3K ﹤0.01%
688
+6
1910
$19.3K ﹤0.01%
4,054
+855
1911
$19.3K ﹤0.01%
968
-91
1912
$19.2K ﹤0.01%
229
+5
1913
$19.1K ﹤0.01%
2,313
1914
$19K ﹤0.01%
315
-143
1915
$19K ﹤0.01%
109
-4
1916
$18.9K ﹤0.01%
473
-17
1917
$18.9K ﹤0.01%
256
+88
1918
$18.9K ﹤0.01%
7,169
-40
1919
$18.8K ﹤0.01%
+601
1920
$18.8K ﹤0.01%
337
+40
1921
$18.7K ﹤0.01%
8,422
1922
$18.7K ﹤0.01%
1,817
-924
1923
$18.6K ﹤0.01%
3,571
-1,729
1924
$18.5K ﹤0.01%
250
+3
1925
$18.5K ﹤0.01%
540
+200
75 76
77
78 79