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
2276
$9.01K ﹤0.01%
39
2277
$9.01K ﹤0.01%
184
+28
2278
$8.99K ﹤0.01%
106
-4
2279
$8.99K ﹤0.01%
285
+8
2280
$8.97K ﹤0.01%
71
-3
2281
$8.96K ﹤0.01%
697
+375
2282
$8.94K ﹤0.01%
551
-745
2283
$8.93K ﹤0.01%
+287
2284
$8.89K ﹤0.01%
503
-948
2285
$8.84K ﹤0.01%
105
+4
2286
$8.83K ﹤0.01%
192
2287
$8.83K ﹤0.01%
689
+32
2288
$8.81K ﹤0.01%
998
-25
2289
$8.75K ﹤0.01%
127
2290
$8.74K ﹤0.01%
448
-19
2291
$8.74K ﹤0.01%
600
2292
$8.74K ﹤0.01%
390
-24
2293
$8.7K ﹤0.01%
133
-2
2294
$8.69K ﹤0.01%
110
2295
$8.63K ﹤0.01%
897
+686
2296
$8.62K ﹤0.01%
63
+21
2297
$8.61K ﹤0.01%
+188
2298
$8.61K ﹤0.01%
273
-24
2299
$8.59K ﹤0.01%
293
-476
2300
$8.56K ﹤0.01%
482
+183
90 91
92
93 94