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
1951
$17.8K ﹤0.01%
335
+72
1952
$17.7K ﹤0.01%
2,304
+2,297
1953
$17.7K ﹤0.01%
384
-101
1954
$17.7K ﹤0.01%
70
1955
$17.6K ﹤0.01%
1,705
+1,019
1956
$17.6K ﹤0.01%
595
+16
1957
$17.6K ﹤0.01%
217
-85
1958
$17.6K ﹤0.01%
491
-76
1959
$17.5K ﹤0.01%
129
+77
1960
$17.4K ﹤0.01%
146
+7
1961
$17.4K ﹤0.01%
408
1962
$17.4K ﹤0.01%
955
-6
1963
$17.4K ﹤0.01%
242
-42
1964
$17.4K ﹤0.01%
530
+20
1965
$17.4K ﹤0.01%
2,098
+59
1966
$17.3K ﹤0.01%
540
1967
$17.3K ﹤0.01%
238
-5
1968
$17.2K ﹤0.01%
274
1969
$17K ﹤0.01%
350
-452
1970
$17K ﹤0.01%
159
1971
$17K ﹤0.01%
1,811
+352
1972
$16.9K ﹤0.01%
1,017
+499
1973
$16.9K ﹤0.01%
+6,000
1974
$16.8K ﹤0.01%
45
-5
1975
$16.8K ﹤0.01%
4,365
-195
77 78
79
80 81