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
2451
$5.92K ﹤0.01%
+136
2452
$5.89K ﹤0.01%
1,143
-43
2453
$5.88K ﹤0.01%
33
-553
2454
$5.88K ﹤0.01%
63
-69
2455
$5.85K ﹤0.01%
719
2456
$5.85K ﹤0.01%
31
+5
2457
$5.83K ﹤0.01%
314
-20
2458
$5.83K ﹤0.01%
69
-8
2459
$5.82K ﹤0.01%
447
+162
2460
$5.81K ﹤0.01%
2,046
2461
$5.8K ﹤0.01%
163
-91
2462
$5.79K ﹤0.01%
61
-20
2463
$5.78K ﹤0.01%
262
+98
2464
$5.77K ﹤0.01%
503
+423
2465
$5.76K ﹤0.01%
124
-294
2466
$5.73K ﹤0.01%
365
-69
2467
$5.73K ﹤0.01%
75
-160
2468
$5.7K ﹤0.01%
223
+23
2469
$5.7K ﹤0.01%
55
+30
2470
$5.7K ﹤0.01%
+78
2471
$5.64K ﹤0.01%
+135
2472
$5.64K ﹤0.01%
65
2473
$5.63K ﹤0.01%
401
-850
2474
$5.6K ﹤0.01%
135
2475
$5.59K ﹤0.01%
418
+213
97 98
99
100 101