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
2026
$15.3K ﹤0.01%
230
-11
2027
$15.3K ﹤0.01%
899
+725
2028
$15.2K ﹤0.01%
719
+285
2029
$15.2K ﹤0.01%
405
+34
2030
$15.1K ﹤0.01%
200
+124
2031
$15.1K ﹤0.01%
821
+33
2032
$15.1K ﹤0.01%
507
-72
2033
$15.1K ﹤0.01%
670
+64
2034
$15.1K ﹤0.01%
640
+136
2035
$15.1K ﹤0.01%
+178
2036
$15K ﹤0.01%
536
+348
2037
$15K ﹤0.01%
190
-17
2038
$15K ﹤0.01%
95
-1
2039
$14.9K ﹤0.01%
559
-126
2040
$14.9K ﹤0.01%
325
+301
2041
$14.9K ﹤0.01%
433
-2
2042
$14.8K ﹤0.01%
479
+254
2043
$14.8K ﹤0.01%
250
2044
$14.8K ﹤0.01%
535
2045
$14.8K ﹤0.01%
681
-83
2046
$14.8K ﹤0.01%
126
-16
2047
$14.7K ﹤0.01%
121
+95
2048
$14.7K ﹤0.01%
195
-75
2049
$14.7K ﹤0.01%
526
+370
2050
$14.6K ﹤0.01%
759
+590
80 81
82
83 84