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
$4.73B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,293
New
Increased
Reduced
Closed

Top Sells

1 +$263M
2 +$2.46M
3 +$2.01M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.02M

Sector Composition

1 Technology 8.09%
2 Financials 4.21%
3 Consumer Discretionary 4.03%
4 Healthcare 3.38%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$8.08K ﹤0.01%
61
2377
$8.06K ﹤0.01%
+75
2378
$8.06K ﹤0.01%
1,129
2379
$8.05K ﹤0.01%
751
2380
$8.04K ﹤0.01%
250
+8
2381
$8.02K ﹤0.01%
345
2382
$7.96K ﹤0.01%
989
+220
2383
$7.93K ﹤0.01%
255
+171
2384
$7.92K ﹤0.01%
219
-43
2385
$7.92K ﹤0.01%
434
2386
$7.91K ﹤0.01%
120
-77
2387
$7.9K ﹤0.01%
236
-30
2388
$7.89K ﹤0.01%
94
+15
2389
$7.87K ﹤0.01%
290
-14
2390
$7.84K ﹤0.01%
+271
2391
$7.83K ﹤0.01%
250
2392
$7.81K ﹤0.01%
115
2393
$7.81K ﹤0.01%
837
+125
2394
$7.79K ﹤0.01%
3,018
2395
$7.78K ﹤0.01%
712
2396
$7.78K ﹤0.01%
+250
2397
$7.76K ﹤0.01%
295
2398
$7.75K ﹤0.01%
86
-16
2399
$7.74K ﹤0.01%
260
2400
$7.69K ﹤0.01%
137