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
2276
$9.43K ﹤0.01%
192
-8
2277
$9.43K ﹤0.01%
1,129
2278
$9.42K ﹤0.01%
304
+131
2279
$9.4K ﹤0.01%
681
-565
2280
$9.4K ﹤0.01%
176
+141
2281
$9.38K ﹤0.01%
1,700
+1,200
2282
$9.35K ﹤0.01%
110
2283
$9.33K ﹤0.01%
267
+180
2284
$9.32K ﹤0.01%
86
-83
2285
$9.27K ﹤0.01%
68
+36
2286
$9.26K ﹤0.01%
300
2287
$9.24K ﹤0.01%
616
+536
2288
$9.21K ﹤0.01%
215
2289
$9.19K ﹤0.01%
470
2290
$9.15K ﹤0.01%
974
-183
2291
$9.09K ﹤0.01%
2,569
-4,567
2292
$9.09K ﹤0.01%
+184
2293
$9.05K ﹤0.01%
509
-853
2294
$9.03K ﹤0.01%
271
-108
2295
$9.03K ﹤0.01%
150
2296
$9.02K ﹤0.01%
5,855
+6
2297
$8.99K ﹤0.01%
638
+40
2298
$8.97K ﹤0.01%
+175
2299
$8.96K ﹤0.01%
823
-2,042
2300
$8.96K ﹤0.01%
300
-607