S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$47.2M
2
+$22.8M
3
+$18.8M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$15.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.9M

Top Sells

1
+$8.24M
2
+$6.6M
3
+$5.57M
4
BND icon
Vanguard Total Bond Market
BND
+$5.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.6M

Sector Composition

1 Technology 7.83%
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
2076
$14.5K ﹤0.01%
344
-66
2077
$14.5K ﹤0.01%
154
2078
$14.5K ﹤0.01%
1,820
2079
$14.5K ﹤0.01%
334
-8
2080
$14.4K ﹤0.01%
425
-461
2081
$14.4K ﹤0.01%
495
+120
2082
$14.4K ﹤0.01%
405
-25
2083
$14.4K ﹤0.01%
231
-58
2084
$14.4K ﹤0.01%
413
2085
$14.2K ﹤0.01%
1,073
+590
2086
$14.2K ﹤0.01%
42
+2
2087
$14.2K ﹤0.01%
1,479
+979
2088
$14.2K ﹤0.01%
400
+213
2089
$14.2K ﹤0.01%
232
+40
2090
$14.1K ﹤0.01%
129
+67
2091
$14.1K ﹤0.01%
2,393
2092
$14K ﹤0.01%
213
2093
$14K ﹤0.01%
553
2094
$14K ﹤0.01%
1,360
-177
2095
$13.9K ﹤0.01%
121
+1
2096
$13.9K ﹤0.01%
1,267
-432
2097
$13.9K ﹤0.01%
319
+5
2098
$13.9K ﹤0.01%
146
2099
$13.8K ﹤0.01%
484
2100
$13.8K ﹤0.01%
210
+137
82 83
84
85 86