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
2301
$8.91K ﹤0.01%
73
-27
2302
$8.9K ﹤0.01%
+210
2303
$8.86K ﹤0.01%
79
2304
$8.83K ﹤0.01%
303
2305
$8.83K ﹤0.01%
144
+29
2306
$8.82K ﹤0.01%
358
+275
2307
$8.82K ﹤0.01%
426
-1,397
2308
$8.8K ﹤0.01%
+250
2309
$8.8K ﹤0.01%
167
2310
$8.8K ﹤0.01%
994
+305
2311
$8.79K ﹤0.01%
100
-42
2312
$8.78K ﹤0.01%
73
+10
2313
$8.74K ﹤0.01%
858
+254
2314
$8.74K ﹤0.01%
160
2315
$8.72K ﹤0.01%
1,577
-1,641
2316
$8.64K ﹤0.01%
214
+14
2317
$8.62K ﹤0.01%
67
2318
$8.62K ﹤0.01%
365
+164
2319
$8.61K ﹤0.01%
374
+356
2320
$8.53K ﹤0.01%
573
-188
2321
$8.5K ﹤0.01%
2,018
-3,032
2322
$8.46K ﹤0.01%
356
2323
$8.43K ﹤0.01%
+1,000
2324
$8.43K ﹤0.01%
117
+63
2325
$8.42K ﹤0.01%
302