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
2151
$12.1K ﹤0.01%
275
-61
2152
$12K ﹤0.01%
1,231
+1,213
2153
$11.9K ﹤0.01%
330
+90
2154
$11.9K ﹤0.01%
810
+399
2155
$11.9K ﹤0.01%
2,580
-1,753
2156
$11.8K ﹤0.01%
597
+276
2157
$11.8K ﹤0.01%
204
+82
2158
$11.8K ﹤0.01%
299
2159
$11.8K ﹤0.01%
307
-90
2160
$11.8K ﹤0.01%
1,000
-350
2161
$11.8K ﹤0.01%
509
-28
2162
$11.8K ﹤0.01%
67
-3
2163
$11.7K ﹤0.01%
+863
2164
$11.7K ﹤0.01%
412
-300
2165
$11.7K ﹤0.01%
302
+2
2166
$11.7K ﹤0.01%
412
-10
2167
$11.7K ﹤0.01%
290
+285
2168
$11.7K ﹤0.01%
209
-109
2169
$11.6K ﹤0.01%
453
-280
2170
$11.6K ﹤0.01%
998
-1,984
2171
$11.6K ﹤0.01%
63
+7
2172
$11.5K ﹤0.01%
227
-38
2173
$11.5K ﹤0.01%
522
+81
2174
$11.5K ﹤0.01%
154
+126
2175
$11.5K ﹤0.01%
973
-46
85 86
87
88 89