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
2051
$15.4K ﹤0.01%
10,600
2052
$15.3K ﹤0.01%
1,508
-903
2053
$15.2K ﹤0.01%
10,427
+9,594
2054
$15.1K ﹤0.01%
1,312
+543
2055
$15.1K ﹤0.01%
254
+2
2056
$15K ﹤0.01%
1,110
2057
$15K ﹤0.01%
72
+7
2058
$15K ﹤0.01%
274
-146
2059
$15K ﹤0.01%
120
+86
2060
$15K ﹤0.01%
70
2061
$14.9K ﹤0.01%
1,135
+135
2062
$14.9K ﹤0.01%
1,412
-239
2063
$14.9K ﹤0.01%
509
2064
$14.9K ﹤0.01%
777
-652
2065
$14.9K ﹤0.01%
1,319
+568
2066
$14.8K ﹤0.01%
732
-714
2067
$14.8K ﹤0.01%
228
+161
2068
$14.8K ﹤0.01%
739
+135
2069
$14.8K ﹤0.01%
302
+119
2070
$14.7K ﹤0.01%
453
+435
2071
$14.7K ﹤0.01%
281
+4
2072
$14.7K ﹤0.01%
583
-224
2073
$14.6K ﹤0.01%
437
+317
2074
$14.5K ﹤0.01%
311
-27
2075
$14.5K ﹤0.01%
861
-881
81 82
83
84 85