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
2401
$6.86K ﹤0.01%
354
+200
2402
$6.83K ﹤0.01%
32
-5
2403
$6.81K ﹤0.01%
277
-45
2404
$6.8K ﹤0.01%
547
2405
$6.8K ﹤0.01%
41
-12
2406
$6.76K ﹤0.01%
164
-29
2407
$6.75K ﹤0.01%
+1,100
2408
$6.73K ﹤0.01%
294
2409
$6.73K ﹤0.01%
246
-159
2410
$6.72K ﹤0.01%
469
+212
2411
$6.7K ﹤0.01%
+850
2412
$6.7K ﹤0.01%
1,392
-408
2413
$6.68K ﹤0.01%
248
2414
$6.63K ﹤0.01%
79
+5
2415
$6.62K ﹤0.01%
256
+34
2416
$6.61K ﹤0.01%
1,378
+245
2417
$6.59K ﹤0.01%
200
2418
$6.49K ﹤0.01%
100
2419
$6.48K ﹤0.01%
753
-841
2420
$6.46K ﹤0.01%
+235
2421
$6.45K ﹤0.01%
104
+55
2422
$6.43K ﹤0.01%
232
2423
$6.39K ﹤0.01%
130
-26
2424
$6.38K ﹤0.01%
400
2425
$6.38K ﹤0.01%
110
95 96
97
98 99