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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Sells

1 +$263M
2 +$2.46M
3 +$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$18.8K ﹤0.01%
394
-25
2027
$18.7K ﹤0.01%
161
2028
$18.7K ﹤0.01%
236
2029
$18.6K ﹤0.01%
943
2030
$18.6K ﹤0.01%
1,206
+72
2031
$18.5K ﹤0.01%
426
+148
2032
$18.4K ﹤0.01%
1,320
-290
2033
$18.4K ﹤0.01%
575
2034
$18.4K ﹤0.01%
287
+6
2035
$18.4K ﹤0.01%
70
2036
$18.3K ﹤0.01%
145
+1
2037
$18.3K ﹤0.01%
1,116
2038
$18.2K ﹤0.01%
1,109
+471
2039
$18.2K ﹤0.01%
3,552
+2,279
2040
$18.1K ﹤0.01%
251
+15
2041
$18K ﹤0.01%
144
2042
$17.9K ﹤0.01%
2,189
+369
2043
$17.9K ﹤0.01%
300
2044
$17.9K ﹤0.01%
523
+6
2045
$17.9K ﹤0.01%
400
2046
$17.9K ﹤0.01%
261
+10
2047
$17.9K ﹤0.01%
154
+2
2048
$17.8K ﹤0.01%
813
2049
$17.8K ﹤0.01%
100
+3
2050
$17.8K ﹤0.01%
310