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
2326
$8.09K ﹤0.01%
43
-43
2327
$8.09K ﹤0.01%
+183
2328
$8.07K ﹤0.01%
3,525
+3,402
2329
$8.07K ﹤0.01%
269
+101
2330
$7.94K ﹤0.01%
24
-34
2331
$7.91K ﹤0.01%
201
-287
2332
$7.88K ﹤0.01%
+870
2333
$7.84K ﹤0.01%
52
+4
2334
$7.84K ﹤0.01%
676
+182
2335
$7.83K ﹤0.01%
214
-17
2336
$7.8K ﹤0.01%
974
-249
2337
$7.8K ﹤0.01%
40
2338
$7.78K ﹤0.01%
254
+149
2339
$7.75K ﹤0.01%
120
-577
2340
$7.74K ﹤0.01%
302
-7
2341
$7.7K ﹤0.01%
543
+313
2342
$7.68K ﹤0.01%
57
+4
2343
$7.67K ﹤0.01%
250
2344
$7.66K ﹤0.01%
109
2345
$7.66K ﹤0.01%
394
-1,167
2346
$7.66K ﹤0.01%
440
-500
2347
$7.63K ﹤0.01%
1,211
-138
2348
$7.58K ﹤0.01%
1,129
2349
$7.57K ﹤0.01%
105
-37
2350
$7.55K ﹤0.01%
167
+150
92 93
94
95 96