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
2376
$7.38K ﹤0.01%
1,135
+382
2377
$7.35K ﹤0.01%
424
-857
2378
$7.34K ﹤0.01%
98
+5
2379
$7.32K ﹤0.01%
380
-38
2380
$7.3K ﹤0.01%
+343
2381
$7.28K ﹤0.01%
160
2382
$7.26K ﹤0.01%
56
-62
2383
$7.26K ﹤0.01%
21
-32
2384
$7.25K ﹤0.01%
569
+539
2385
$7.25K ﹤0.01%
61
2386
$7.24K ﹤0.01%
262
2387
$7.19K ﹤0.01%
260
+50
2388
$7.15K ﹤0.01%
115
-5
2389
$7.12K ﹤0.01%
440
2390
$7.11K ﹤0.01%
153
-17
2391
$7.05K ﹤0.01%
712
2392
$7.04K ﹤0.01%
56
-139
2393
$7.03K ﹤0.01%
104
2394
$7.02K ﹤0.01%
751
-304
2395
$7.02K ﹤0.01%
680
-226
2396
$7K ﹤0.01%
242
+91
2397
$6.98K ﹤0.01%
495
-185
2398
$6.93K ﹤0.01%
125
+32
2399
$6.91K ﹤0.01%
300
2400
$6.88K ﹤0.01%
+36
94 95
96
97 98