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
2376
$7.19K ﹤0.01%
712
+694
2377
$7.17K ﹤0.01%
14,500
2378
$7.16K ﹤0.01%
710
+65
2379
$7.16K ﹤0.01%
254
-45
2380
$7.13K ﹤0.01%
2,583
-869
2381
$7.12K ﹤0.01%
189
+177
2382
$7.12K ﹤0.01%
105
-36
2383
$7.08K ﹤0.01%
160
-3
2384
$7.07K ﹤0.01%
731
+121
2385
$7.06K ﹤0.01%
151
2386
$7.06K ﹤0.01%
860
+78
2387
$7.04K ﹤0.01%
332
-11
2388
$7.04K ﹤0.01%
179
+45
2389
$7.03K ﹤0.01%
87
-3
2390
$6.98K ﹤0.01%
300
2391
$6.98K ﹤0.01%
274
2392
$6.97K ﹤0.01%
+547
2393
$6.94K ﹤0.01%
1,591
-1,734
2394
$6.92K ﹤0.01%
638
-506
2395
$6.9K ﹤0.01%
223
+61
2396
$6.9K ﹤0.01%
58
+7
2397
$6.87K ﹤0.01%
+120
2398
$6.85K ﹤0.01%
248
2399
$6.84K ﹤0.01%
88
+33
2400
$6.84K ﹤0.01%
324
-1,579
94 95
96
97 98