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
2176
$11.3K ﹤0.01%
133
+57
2177
$11.3K ﹤0.01%
1,537
2178
$11.3K ﹤0.01%
2,021
+273
2179
$11.1K ﹤0.01%
246
+146
2180
$11.1K ﹤0.01%
499
+28
2181
$11.1K ﹤0.01%
94
-12
2182
$11.1K ﹤0.01%
1,161
-28
2183
$11.1K ﹤0.01%
670
+69
2184
$11.1K ﹤0.01%
186
-39
2185
$11K ﹤0.01%
791
-4,938
2186
$11K ﹤0.01%
1,031
+5
2187
$11K ﹤0.01%
1,479
+697
2188
$10.9K ﹤0.01%
552
2189
$10.9K ﹤0.01%
354
-1,199
2190
$10.9K ﹤0.01%
2,996
+2,830
2191
$10.9K ﹤0.01%
418
2192
$10.9K ﹤0.01%
713
2193
$10.9K ﹤0.01%
118
+116
2194
$10.9K ﹤0.01%
187
+29
2195
$10.8K ﹤0.01%
300
+64
2196
$10.8K ﹤0.01%
261
-42
2197
$10.8K ﹤0.01%
124
2198
$10.8K ﹤0.01%
73
+23
2199
$10.8K ﹤0.01%
861
-2,150
2200
$10.8K ﹤0.01%
1,592
+449
86 87
88
89 90