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
2351
$7.54K ﹤0.01%
79
-26
2352
$7.54K ﹤0.01%
164
2353
$7.54K ﹤0.01%
207
-62
2354
$7.52K ﹤0.01%
193
-3
2355
$7.51K ﹤0.01%
664
2356
$7.51K ﹤0.01%
728
+337
2357
$7.5K ﹤0.01%
292
+125
2358
$7.47K ﹤0.01%
261
+174
2359
$7.46K ﹤0.01%
136
-156
2360
$7.45K ﹤0.01%
252
+2
2361
$7.41K ﹤0.01%
78
2362
$7.4K ﹤0.01%
214
-245
2363
$7.39K ﹤0.01%
118
+18
2364
$7.34K ﹤0.01%
991
+150
2365
$7.34K ﹤0.01%
106
2366
$7.3K ﹤0.01%
1,000
2367
$7.29K ﹤0.01%
925
+790
2368
$7.28K ﹤0.01%
626
-41
2369
$7.28K ﹤0.01%
356
2370
$7.25K ﹤0.01%
152
-10
2371
$7.25K ﹤0.01%
279
-112
2372
$7.23K ﹤0.01%
67
2373
$7.21K ﹤0.01%
140
+16
2374
$7.21K ﹤0.01%
292
2375
$7.21K ﹤0.01%
1,253
+611
93 94
95
96 97