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
1951
$18.9K ﹤0.01%
108
-23
1952
$18.9K ﹤0.01%
236
1953
$18.7K ﹤0.01%
352
1954
$18.7K ﹤0.01%
159
1955
$18.6K ﹤0.01%
4,033
+3,129
1956
$18.5K ﹤0.01%
1,280
-878
1957
$18.4K ﹤0.01%
425
+71
1958
$18.3K ﹤0.01%
238
+74
1959
$18.3K ﹤0.01%
813
+619
1960
$18.2K ﹤0.01%
291
-203
1961
$18.1K ﹤0.01%
400
-267
1962
$18K ﹤0.01%
1,116
+100
1963
$18K ﹤0.01%
224
-19
1964
$17.9K ﹤0.01%
484
1965
$17.9K ﹤0.01%
490
1966
$17.9K ﹤0.01%
878
-291
1967
$17.9K ﹤0.01%
535
1968
$17.9K ﹤0.01%
335
-688
1969
$17.8K ﹤0.01%
2,804
1970
$17.7K ﹤0.01%
951
-510
1971
$17.7K ﹤0.01%
12,200
1972
$17.7K ﹤0.01%
290
1973
$17.7K ﹤0.01%
142
+61
1974
$17.6K ﹤0.01%
216
+103
1975
$17.6K ﹤0.01%
367
-54
77 78
79
80 81