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
1926
$18.5K ﹤0.01%
2,803
+2,381
1927
$18.5K ﹤0.01%
292
+123
1928
$18.4K ﹤0.01%
519
-416
1929
$18.2K ﹤0.01%
221
-268
1930
$18.2K ﹤0.01%
153
+2
1931
$18.2K ﹤0.01%
2,095
+668
1932
$18.2K ﹤0.01%
341
+186
1933
$18.2K ﹤0.01%
+608
1934
$18.2K ﹤0.01%
261
+132
1935
$18.2K ﹤0.01%
297
+6
1936
$18.1K ﹤0.01%
352
1937
$18.1K ﹤0.01%
1,000
1938
$18.1K ﹤0.01%
254
-4
1939
$18K ﹤0.01%
2,416
+2,264
1940
$18K ﹤0.01%
914
+288
1941
$18K ﹤0.01%
3,189
+2,956
1942
$18K ﹤0.01%
507
-49
1943
$18K ﹤0.01%
650
-339
1944
$18K ﹤0.01%
962
-454
1945
$18K ﹤0.01%
797
+4
1946
$18K ﹤0.01%
3,018
+585
1947
$17.9K ﹤0.01%
1,514
-610
1948
$17.9K ﹤0.01%
692
-1
1949
$17.8K ﹤0.01%
521
-67
1950
$17.8K ﹤0.01%
1,952
76 77
78
79 80