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
2351
$7.84K ﹤0.01%
229
+175
2352
$7.84K ﹤0.01%
164
2353
$7.83K ﹤0.01%
93
2354
$7.82K ﹤0.01%
266
-94
2355
$7.76K ﹤0.01%
926
2356
$7.74K ﹤0.01%
550
+200
2357
$7.74K ﹤0.01%
302
2358
$7.7K ﹤0.01%
579
+468
2359
$7.65K ﹤0.01%
373
+112
2360
$7.63K ﹤0.01%
391
-82
2361
$7.62K ﹤0.01%
235
2362
$7.62K ﹤0.01%
236
+118
2363
$7.6K ﹤0.01%
128
-20
2364
$7.59K ﹤0.01%
78
2365
$7.57K ﹤0.01%
198
2366
$7.55K ﹤0.01%
121
+8
2367
$7.54K ﹤0.01%
3,018
-792
2368
$7.54K ﹤0.01%
73
2369
$7.47K ﹤0.01%
285
+107
2370
$7.45K ﹤0.01%
348
-565
2371
$7.41K ﹤0.01%
31
2372
$7.4K ﹤0.01%
1,006
-991
2373
$7.4K ﹤0.01%
390
2374
$7.39K ﹤0.01%
183
2375
$7.39K ﹤0.01%
249
-47
93 94
95
96 97