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
1926
$19.8K ﹤0.01%
1,014
-430
1927
$19.7K ﹤0.01%
228
-2
1928
$19.7K ﹤0.01%
920
+294
1929
$19.7K ﹤0.01%
511
+292
1930
$19.7K ﹤0.01%
1,984
+1,495
1931
$19.7K ﹤0.01%
1,518
+97
1932
$19.5K ﹤0.01%
1,160
+250
1933
$19.4K ﹤0.01%
2,781
-322
1934
$19.4K ﹤0.01%
7,378
+1,035
1935
$19.4K ﹤0.01%
294
-420
1936
$19.4K ﹤0.01%
256
-6
1937
$19.4K ﹤0.01%
764
+90
1938
$19.3K ﹤0.01%
318
+10
1939
$19.3K ﹤0.01%
12,803
-2,920
1940
$19.3K ﹤0.01%
8,422
1941
$19.2K ﹤0.01%
626
1942
$19.2K ﹤0.01%
575
1943
$19.2K ﹤0.01%
664
+221
1944
$19.2K ﹤0.01%
46
1945
$19.2K ﹤0.01%
365
+176
1946
$19.2K ﹤0.01%
175
-7
1947
$19.1K ﹤0.01%
517
-107
1948
$19.1K ﹤0.01%
114
-20
1949
$19K ﹤0.01%
236
-60
1950
$18.9K ﹤0.01%
550
+72
76 77
78
79 80