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
2176
$11.9K ﹤0.01%
431
+167
2177
$11.9K ﹤0.01%
1,708
-4,064
2178
$11.8K ﹤0.01%
158
-51
2179
$11.8K ﹤0.01%
+100
2180
$11.8K ﹤0.01%
331
+125
2181
$11.8K ﹤0.01%
318
-70
2182
$11.7K ﹤0.01%
+579
2183
$11.7K ﹤0.01%
229
-51
2184
$11.7K ﹤0.01%
259
+58
2185
$11.7K ﹤0.01%
347
+313
2186
$11.7K ﹤0.01%
+1,845
2187
$11.7K ﹤0.01%
994
+452
2188
$11.6K ﹤0.01%
271
+108
2189
$11.6K ﹤0.01%
3,195
2190
$11.6K ﹤0.01%
536
+357
2191
$11.6K ﹤0.01%
276
+71
2192
$11.6K ﹤0.01%
+1,340
2193
$11.6K ﹤0.01%
278
-52
2194
$11.5K ﹤0.01%
734
+421
2195
$11.5K ﹤0.01%
1,319
-129
2196
$11.5K ﹤0.01%
65
-4
2197
$11.5K ﹤0.01%
220
+50
2198
$11.5K ﹤0.01%
114
2199
$11.5K ﹤0.01%
4,007
+1,045
2200
$11.5K ﹤0.01%
1,236
+897