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
2426
$6.37K ﹤0.01%
100
-440
2427
$6.35K ﹤0.01%
199
-48
2428
$6.3K ﹤0.01%
712
2429
$6.26K ﹤0.01%
1,104
2430
$6.25K ﹤0.01%
247
2431
$6.21K ﹤0.01%
+96
2432
$6.19K ﹤0.01%
1,286
+178
2433
$6.17K ﹤0.01%
86
-5
2434
$6.17K ﹤0.01%
198
2435
$6.14K ﹤0.01%
142
+90
2436
$6.1K ﹤0.01%
615
+418
2437
$6.05K ﹤0.01%
419
-965
2438
$6.05K ﹤0.01%
700
+231
2439
$6.04K ﹤0.01%
103
+83
2440
$6.04K ﹤0.01%
364
+113
2441
$6.04K ﹤0.01%
494
+419
2442
$5.96K ﹤0.01%
137
2443
$5.94K ﹤0.01%
129
+125
2444
$5.92K ﹤0.01%
+600
2445
$5.91K ﹤0.01%
119
-240
2446
$5.86K ﹤0.01%
2,204
-1,931
2447
$5.85K ﹤0.01%
150
+98
2448
$5.82K ﹤0.01%
181
+2
2449
$5.81K ﹤0.01%
73
-64
2450
$5.81K ﹤0.01%
689
-184
96 97
98
99 100