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
2201
$10.7K ﹤0.01%
+676
2202
$10.7K ﹤0.01%
2,500
+1,800
2203
$10.7K ﹤0.01%
206
+80
2204
$10.7K ﹤0.01%
1,483
2205
$10.6K ﹤0.01%
595
-350
2206
$10.6K ﹤0.01%
252
+17
2207
$10.6K ﹤0.01%
183
+19
2208
$10.6K ﹤0.01%
200
-3
2209
$10.6K ﹤0.01%
1,699
-2,748
2210
$10.5K ﹤0.01%
119
2211
$10.5K ﹤0.01%
514
+277
2212
$10.5K ﹤0.01%
3,618
+3,438
2213
$10.5K ﹤0.01%
2,516
-100
2214
$10.5K ﹤0.01%
332
-312
2215
$10.4K ﹤0.01%
1,125
-448
2216
$10.4K ﹤0.01%
91
2217
$10.4K ﹤0.01%
3,348
+48
2218
$10.4K ﹤0.01%
150
2219
$10.3K ﹤0.01%
+572
2220
$10.3K ﹤0.01%
77
-10
2221
$10.2K ﹤0.01%
139
-87
2222
$10.2K ﹤0.01%
202
-189
2223
$10.2K ﹤0.01%
84
+9
2224
$10.1K ﹤0.01%
538
+377
2225
$10.1K ﹤0.01%
1,014
-10
87 88
89
90 91