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
2251
$10K ﹤0.01%
238
2252
$9.99K ﹤0.01%
324
-546
2253
$9.99K ﹤0.01%
69
+34
2254
$9.98K ﹤0.01%
144
2255
$9.98K ﹤0.01%
44
+26
2256
$9.98K ﹤0.01%
+2,458
2257
$9.97K ﹤0.01%
252
+67
2258
$9.91K ﹤0.01%
700
+385
2259
$9.91K ﹤0.01%
+552
2260
$9.87K ﹤0.01%
151
-20
2261
$9.8K ﹤0.01%
360
-5
2262
$9.79K ﹤0.01%
213
+9
2263
$9.75K ﹤0.01%
322
-93
2264
$9.74K ﹤0.01%
97
+1
2265
$9.74K ﹤0.01%
1,534
-1,099
2266
$9.73K ﹤0.01%
128
2267
$9.72K ﹤0.01%
182
+100
2268
$9.72K ﹤0.01%
205
2269
$9.67K ﹤0.01%
548
-16
2270
$9.63K ﹤0.01%
109
2271
$9.6K ﹤0.01%
1,202
+1,086
2272
$9.55K ﹤0.01%
252
-73
2273
$9.54K ﹤0.01%
1,390
+325
2274
$9.44K ﹤0.01%
536
2275
$9.44K ﹤0.01%
262
+162