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
2076
$13.9K ﹤0.01%
1,965
-725
2077
$13.8K ﹤0.01%
1,625
+1,209
2078
$13.8K ﹤0.01%
607
2079
$13.8K ﹤0.01%
+2,010
2080
$13.8K ﹤0.01%
144
+29
2081
$13.8K ﹤0.01%
74
+1
2082
$13.8K ﹤0.01%
650
2083
$13.7K ﹤0.01%
60
-14
2084
$13.7K ﹤0.01%
974
+865
2085
$13.7K ﹤0.01%
324
+4
2086
$13.7K ﹤0.01%
146
2087
$13.7K ﹤0.01%
548
+202
2088
$13.7K ﹤0.01%
451
-319
2089
$13.7K ﹤0.01%
1,092
-660
2090
$13.6K ﹤0.01%
120
-7
2091
$13.6K ﹤0.01%
154
2092
$13.6K ﹤0.01%
360
+14
2093
$13.6K ﹤0.01%
146
+12
2094
$13.5K ﹤0.01%
361
-37
2095
$13.5K ﹤0.01%
156
-62
2096
$13.5K ﹤0.01%
250
-170
2097
$13.5K ﹤0.01%
1,096
+682
2098
$13.5K ﹤0.01%
1,082
2099
$13.5K ﹤0.01%
457
2100
$13.5K ﹤0.01%
1,866
+10
82 83
84
85 86