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
2451
$5.79K ﹤0.01%
194
-31
2452
$5.77K ﹤0.01%
+312
2453
$5.74K ﹤0.01%
212
-291
2454
$5.7K ﹤0.01%
457
2455
$5.68K ﹤0.01%
2,668
-2,604
2456
$5.66K ﹤0.01%
+431
2457
$5.66K ﹤0.01%
155
+127
2458
$5.63K ﹤0.01%
306
+153
2459
$5.58K ﹤0.01%
295
-58
2460
$5.58K ﹤0.01%
97
-60
2461
$5.55K ﹤0.01%
64
-30
2462
$5.54K ﹤0.01%
853
+186
2463
$5.48K ﹤0.01%
1,000
2464
$5.42K ﹤0.01%
+25
2465
$5.41K ﹤0.01%
345
+81
2466
$5.41K ﹤0.01%
769
+592
2467
$5.39K ﹤0.01%
95
+2
2468
$5.39K ﹤0.01%
84
2469
$5.28K ﹤0.01%
102
-84
2470
$5.25K ﹤0.01%
84
-864
2471
$5.25K ﹤0.01%
+216
2472
$5.24K ﹤0.01%
51
+2
2473
$5.22K ﹤0.01%
314
2474
$5.22K ﹤0.01%
241
+78
2475
$5.21K ﹤0.01%
243
-9