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
176
$1.49M 0.04%
3,431
+39
177
$1.49M 0.04%
20,846
-11
178
$1.48M 0.04%
25,718
+1,507
179
$1.47M 0.04%
37,160
+7,747
180
$1.46M 0.04%
170,147
+4,675
181
$1.46M 0.04%
4,140
+386
182
$1.45M 0.04%
11,457
+189
183
$1.44M 0.04%
195,843
+11,791
184
$1.42M 0.04%
105,641
+4,910
185
$1.42M 0.04%
22,305
+795
186
$1.41M 0.04%
46,546
-2,059
187
$1.41M 0.04%
104,580
+22,191
188
$1.41M 0.04%
24,789
+7,128
189
$1.4M 0.04%
46,567
-451
190
$1.4M 0.04%
7,157
-70
191
$1.39M 0.04%
8,042
+111
192
$1.39M 0.04%
3,662
+80
193
$1.38M 0.04%
6,648
-39
194
$1.38M 0.04%
1,916
-71
195
$1.36M 0.03%
30,040
+1,085
196
$1.34M 0.03%
6,103
+40
197
$1.33M 0.03%
13,547
+726
198
$1.32M 0.03%
17,424
-23
199
$1.31M 0.03%
4,684
+499
200
$1.31M 0.03%
32,693
+1,889
6 7
8
9 10