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
2301
$8.56K ﹤0.01%
1,110
+590
2302
$8.52K ﹤0.01%
113
-125
2303
$8.5K ﹤0.01%
350
+223
2304
$8.5K ﹤0.01%
1,417
-185
2305
$8.5K ﹤0.01%
206
+32
2306
$8.49K ﹤0.01%
500
2307
$8.48K ﹤0.01%
98
+85
2308
$8.44K ﹤0.01%
104
-13
2309
$8.43K ﹤0.01%
170
-12
2310
$8.4K ﹤0.01%
131
-44
2311
$8.37K ﹤0.01%
146
-22
2312
$8.36K ﹤0.01%
273
+37
2313
$8.34K ﹤0.01%
237
+213
2314
$8.34K ﹤0.01%
543
+359
2315
$8.34K ﹤0.01%
1,261
-31
2316
$8.32K ﹤0.01%
1,968
-1,960
2317
$8.32K ﹤0.01%
517
+304
2318
$8.31K ﹤0.01%
1,118
+38
2319
$8.24K ﹤0.01%
256
2320
$8.24K ﹤0.01%
1,371
+583
2321
$8.19K ﹤0.01%
84
+9
2322
$8.18K ﹤0.01%
611
-7,005
2323
$8.16K ﹤0.01%
650
2324
$8.15K ﹤0.01%
137
2325
$8.1K ﹤0.01%
257
-6
91 92
93
94 95