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
2226
$10.7K ﹤0.01%
301
-200
2227
$10.7K ﹤0.01%
113
-272
2228
$10.7K ﹤0.01%
152
2229
$10.6K ﹤0.01%
254
2230
$10.6K ﹤0.01%
556
-3
2231
$10.5K ﹤0.01%
319
+67
2232
$10.5K ﹤0.01%
104
-83
2233
$10.5K ﹤0.01%
104
+3
2234
$10.4K ﹤0.01%
890
-15
2235
$10.4K ﹤0.01%
221
-208
2236
$10.3K ﹤0.01%
2,500
+1,500
2237
$10.3K ﹤0.01%
+460
2238
$10.3K ﹤0.01%
+200
2239
$10.2K ﹤0.01%
264
2240
$10.2K ﹤0.01%
938
-469
2241
$10.2K ﹤0.01%
529
+424
2242
$10.2K ﹤0.01%
474
-70
2243
$10.2K ﹤0.01%
500
2244
$10.1K ﹤0.01%
359
+354
2245
$10.1K ﹤0.01%
+1,392
2246
$10.1K ﹤0.01%
1,271
-575
2247
$10.1K ﹤0.01%
216
+134
2248
$10.1K ﹤0.01%
1,683
+910
2249
$10.1K ﹤0.01%
270
+23
2250
$10K ﹤0.01%
224
+90
88 89
90
91 92