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
2251
$9.55K ﹤0.01%
52
2252
$9.55K ﹤0.01%
471
+110
2253
$9.54K ﹤0.01%
385
+241
2254
$9.49K ﹤0.01%
365
2255
$9.49K ﹤0.01%
383
2256
$9.47K ﹤0.01%
297
2257
$9.47K ﹤0.01%
209
-86
2258
$9.46K ﹤0.01%
264
+54
2259
$9.44K ﹤0.01%
53
-51
2260
$9.4K ﹤0.01%
370
-502
2261
$9.37K ﹤0.01%
96
+1
2262
$9.36K ﹤0.01%
182
+81
2263
$9.36K ﹤0.01%
210
-226
2264
$9.28K ﹤0.01%
195
-282
2265
$9.25K ﹤0.01%
768
+295
2266
$9.25K ﹤0.01%
137
2267
$9.22K ﹤0.01%
772
-594
2268
$9.22K ﹤0.01%
205
2269
$9.21K ﹤0.01%
422
-29
2270
$9.19K ﹤0.01%
457
-439
2271
$9.15K ﹤0.01%
+195
2272
$9.12K ﹤0.01%
113
+50
2273
$9.1K ﹤0.01%
198
-2
2274
$9.08K ﹤0.01%
200
-17
2275
$9.07K ﹤0.01%
56
-181
89 90
91
92 93