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
2401
$6.83K ﹤0.01%
129
2402
$6.83K ﹤0.01%
790
+771
2403
$6.82K ﹤0.01%
397
-871
2404
$6.81K ﹤0.01%
967
+681
2405
$6.8K ﹤0.01%
123
-48
2406
$6.79K ﹤0.01%
907
+264
2407
$6.75K ﹤0.01%
93
-47
2408
$6.74K ﹤0.01%
157
2409
$6.72K ﹤0.01%
250
+218
2410
$6.66K ﹤0.01%
580
+439
2411
$6.61K ﹤0.01%
152
-25
2412
$6.59K ﹤0.01%
62
2413
$6.58K ﹤0.01%
200
2414
$6.55K ﹤0.01%
255
+125
2415
$6.52K ﹤0.01%
104
-8
2416
$6.47K ﹤0.01%
827
-224
2417
$6.46K ﹤0.01%
50
2418
$6.46K ﹤0.01%
96
-1
2419
$6.43K ﹤0.01%
875
-21
2420
$6.43K ﹤0.01%
291
-8
2421
$6.43K ﹤0.01%
249
-6
2422
$6.42K ﹤0.01%
300
2423
$6.38K ﹤0.01%
+400
2424
$6.31K ﹤0.01%
160
2425
$6.31K ﹤0.01%
200
95 96
97
98 99