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
1901
$20.7K ﹤0.01%
473
+43
1902
$20.5K ﹤0.01%
567
+53
1903
$20.5K ﹤0.01%
251
-24
1904
$20.5K ﹤0.01%
962
-108
1905
$20.4K ﹤0.01%
3,356
+8
1906
$20.3K ﹤0.01%
200
1907
$20.3K ﹤0.01%
2,017
-4,643
1908
$20.3K ﹤0.01%
543
-11
1909
$20.3K ﹤0.01%
36
-28
1910
$20.3K ﹤0.01%
710
1911
$20.3K ﹤0.01%
1,078
-1,286
1912
$20.2K ﹤0.01%
329
-466
1913
$20.2K ﹤0.01%
254
-112
1914
$20.2K ﹤0.01%
1,586
+356
1915
$20.1K ﹤0.01%
252
-120
1916
$20.1K ﹤0.01%
122
-380
1917
$20K ﹤0.01%
217
1918
$20K ﹤0.01%
495
-30
1919
$20K ﹤0.01%
2,271
-1,819
1920
$20K ﹤0.01%
200
+150
1921
$19.9K ﹤0.01%
2,921
1922
$19.9K ﹤0.01%
1,466
+148
1923
$19.9K ﹤0.01%
2,361
-330
1924
$19.9K ﹤0.01%
670
+175
1925
$19.8K ﹤0.01%
419
+357
75 76
77
78 79