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
2226
$10.1K ﹤0.01%
216
-325
2227
$10.1K ﹤0.01%
536
+7
2228
$10.1K ﹤0.01%
430
+68
2229
$10.1K ﹤0.01%
99
+6
2230
$10.1K ﹤0.01%
973
-212
2231
$10.1K ﹤0.01%
429
+150
2232
$10K ﹤0.01%
445
-37
2233
$10K ﹤0.01%
89
-6
2234
$9.98K ﹤0.01%
344
+175
2235
$9.91K ﹤0.01%
499
+82
2236
$9.9K ﹤0.01%
+305
2237
$9.89K ﹤0.01%
80
-4
2238
$9.86K ﹤0.01%
976
+238
2239
$9.85K ﹤0.01%
222
+165
2240
$9.8K ﹤0.01%
200
2241
$9.77K ﹤0.01%
513
+90
2242
$9.76K ﹤0.01%
+367
2243
$9.75K ﹤0.01%
400
2244
$9.75K ﹤0.01%
+231
2245
$9.71K ﹤0.01%
299
-235
2246
$9.71K ﹤0.01%
1,454
+279
2247
$9.69K ﹤0.01%
163
+29
2248
$9.69K ﹤0.01%
114
2249
$9.62K ﹤0.01%
326
+105
2250
$9.61K ﹤0.01%
170
-58
88 89
90
91 92