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
1976
$16.7K ﹤0.01%
963
-181
1977
$16.7K ﹤0.01%
364
+10
1978
$16.6K ﹤0.01%
105
+10
1979
$16.6K ﹤0.01%
198
-12
1980
$16.5K ﹤0.01%
1,424
-285
1981
$16.5K ﹤0.01%
225
-147
1982
$16.5K ﹤0.01%
525
1983
$16.4K ﹤0.01%
457
+342
1984
$16.3K ﹤0.01%
514
-161
1985
$16.3K ﹤0.01%
321
-103
1986
$16.3K ﹤0.01%
338
-15
1987
$16.3K ﹤0.01%
75
+21
1988
$16.3K ﹤0.01%
1,706
+121
1989
$16.1K ﹤0.01%
+402
1990
$16.1K ﹤0.01%
324
-525
1991
$16.1K ﹤0.01%
11,417
+5,493
1992
$16K ﹤0.01%
1,163
+659
1993
$16K ﹤0.01%
510
1994
$16K ﹤0.01%
391
+148
1995
$16K ﹤0.01%
822
-66
1996
$16K ﹤0.01%
+465
1997
$16K ﹤0.01%
311
1998
$15.9K ﹤0.01%
350
-83
1999
$15.8K ﹤0.01%
117
-3
2000
$15.8K ﹤0.01%
300
-24
78 79
80
81 82