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
2326
$8.4K ﹤0.01%
130
-30
2327
$8.35K ﹤0.01%
848
+553
2328
$8.33K ﹤0.01%
242
2329
$8.33K ﹤0.01%
127
2330
$8.31K ﹤0.01%
2,549
+296
2331
$8.3K ﹤0.01%
+84
2332
$8.22K ﹤0.01%
454
-143
2333
$8.21K ﹤0.01%
118
-29
2334
$8.19K ﹤0.01%
85
2335
$8.18K ﹤0.01%
191
+26
2336
$8.18K ﹤0.01%
127
2337
$8.15K ﹤0.01%
549
-77
2338
$8.14K ﹤0.01%
578
-69
2339
$8.14K ﹤0.01%
786
-151
2340
$8.14K ﹤0.01%
179
-231
2341
$8.13K ﹤0.01%
84
-54
2342
$8.07K ﹤0.01%
184
+21
2343
$8.04K ﹤0.01%
46
-5
2344
$8.03K ﹤0.01%
367
-15
2345
$8.01K ﹤0.01%
107
-229
2346
$8K ﹤0.01%
+647
2347
$8K ﹤0.01%
102
-9
2348
$7.96K ﹤0.01%
708
+554
2349
$7.9K ﹤0.01%
1,310
2350
$7.9K ﹤0.01%
+209
92 93
94
95 96