S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.28B
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,487
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$119M
3
+$16M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.35M

Top Sells

1
+$142M
2
+$76.6M
3
+$46.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$7.65M

Sector Composition

1 Technology 8.95%
2 Financials 4.75%
3 Consumer Discretionary 3.92%
4 Healthcare 3.03%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$9.88K ﹤0.01%
492
-166
2352
$9.85K ﹤0.01%
325
-897
2353
$9.83K ﹤0.01%
2,351
+261
2354
$9.81K ﹤0.01%
745
+263
2355
$9.81K ﹤0.01%
438
+342
2356
$9.8K ﹤0.01%
1,889
+23
2357
$9.72K ﹤0.01%
121
+6
2358
$9.69K ﹤0.01%
215
2359
$9.65K ﹤0.01%
1,357
-332
2360
$9.64K ﹤0.01%
1,373
+840
2361
$9.62K ﹤0.01%
1,562
+149
2362
$9.61K ﹤0.01%
81
-18
2363
$9.59K ﹤0.01%
201
+19
2364
$9.58K ﹤0.01%
1,099
-164
2365
$9.56K ﹤0.01%
176
+3
2366
$9.52K ﹤0.01%
+1,000
2367
$9.49K ﹤0.01%
1,090
+21
2368
$9.49K ﹤0.01%
4,663
+1,527
2369
$9.46K ﹤0.01%
702
2370
$9.46K ﹤0.01%
549
-57
2371
$9.43K ﹤0.01%
560
-147
2372
$9.35K ﹤0.01%
550
2373
$9.27K ﹤0.01%
184
-109
2374
$9.24K ﹤0.01%
473
-164
2375
$9.22K ﹤0.01%
97
+10
93 94
95
96 97