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
2126
$12.8K ﹤0.01%
428
-31
2127
$12.7K ﹤0.01%
509
-40
2128
$12.7K ﹤0.01%
490
-741
2129
$12.7K ﹤0.01%
2,100
2130
$12.7K ﹤0.01%
421
-32
2131
$12.6K ﹤0.01%
123
-3
2132
$12.6K ﹤0.01%
98
2133
$12.6K ﹤0.01%
560
-18
2134
$12.6K ﹤0.01%
358
+75
2135
$12.5K ﹤0.01%
470
-6
2136
$12.5K ﹤0.01%
2,700
2137
$12.4K ﹤0.01%
375
2138
$12.3K ﹤0.01%
145
+4
2139
$12.3K ﹤0.01%
453
-149
2140
$12.3K ﹤0.01%
2,688
+816
2141
$12.3K ﹤0.01%
4,500
2142
$12.3K ﹤0.01%
2,457
-69
2143
$12.2K ﹤0.01%
865
2144
$12.2K ﹤0.01%
819
2145
$12.2K ﹤0.01%
353
+314
2146
$12.2K ﹤0.01%
244
+43
2147
$12.2K ﹤0.01%
550
-5
2148
$12.1K ﹤0.01%
457
+421
2149
$12.1K ﹤0.01%
5,271
+4,109
2150
$12.1K ﹤0.01%
3,036
-2,811
84 85
86
87 88