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
2426
$6.31K ﹤0.01%
165
2427
$6.28K ﹤0.01%
198
+20
2428
$6.27K ﹤0.01%
139
+3
2429
$6.24K ﹤0.01%
168
+42
2430
$6.24K ﹤0.01%
221
2431
$6.23K ﹤0.01%
1,631
+100
2432
$6.2K ﹤0.01%
428
-526
2433
$6.2K ﹤0.01%
38
-19
2434
$6.18K ﹤0.01%
+29
2435
$6.16K ﹤0.01%
660
-422
2436
$6.15K ﹤0.01%
261
2437
$6.15K ﹤0.01%
+68
2438
$6.15K ﹤0.01%
1,310
2439
$6.14K ﹤0.01%
198
-11
2440
$6.11K ﹤0.01%
116
+78
2441
$6.08K ﹤0.01%
113
-811
2442
$6.07K ﹤0.01%
513
-26
2443
$6.07K ﹤0.01%
371
-1,072
2444
$6.01K ﹤0.01%
131
-221
2445
$6K ﹤0.01%
447
-18
2446
$6K ﹤0.01%
+72
2447
$5.99K ﹤0.01%
110
2448
$5.97K ﹤0.01%
544
2449
$5.96K ﹤0.01%
113
-65
2450
$5.94K ﹤0.01%
653
-8
96 97
98
99 100