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
$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
2151
$12.4K ﹤0.01%
1,168
-129
2152
$12.4K ﹤0.01%
163
+23
2153
$12.3K ﹤0.01%
648
+126
2154
$12.3K ﹤0.01%
364
+43
2155
$12.3K ﹤0.01%
650
-85
2156
$12.3K ﹤0.01%
467
+289
2157
$12.3K ﹤0.01%
2,188
-1,072
2158
$12.2K ﹤0.01%
261
+43
2159
$12.2K ﹤0.01%
816
+106
2160
$12.2K ﹤0.01%
1,500
2161
$12.1K ﹤0.01%
154
-73
2162
$12.1K ﹤0.01%
77
2163
$12.1K ﹤0.01%
811
+92
2164
$12K ﹤0.01%
200
-13
2165
$12K ﹤0.01%
550
-79
2166
$12K ﹤0.01%
97
-47
2167
$12K ﹤0.01%
457
2168
$12K ﹤0.01%
2,273
-49
2169
$12K ﹤0.01%
201
+88
2170
$12K ﹤0.01%
661
+243
2171
$12K ﹤0.01%
4,980
2172
$12K ﹤0.01%
1,419
+1,379
2173
$12K ﹤0.01%
367
2174
$11.9K ﹤0.01%
4,500
2175
$11.9K ﹤0.01%
16,000
85 86
87
88 89