S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,839
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$12.1M
3
+$8.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.97M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.08M

Top Sells

1
+$8.08M
2
+$4.01M
3
+$3.03M
4
ABT icon
Abbott
ABT
+$2.73M
5
ABBV icon
AbbVie
ABBV
+$2.42M

Sector Composition

1 Technology 6.46%
2 Consumer Discretionary 4.6%
3 Financials 3.42%
4 Healthcare 3.4%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
64
-58
2477
$1K ﹤0.01%
+226
2478
$1K ﹤0.01%
18
2479
$1K ﹤0.01%
32
2480
$1K ﹤0.01%
+210
2481
$1K ﹤0.01%
+104
2482
$1K ﹤0.01%
+35
2483
$1K ﹤0.01%
30
2484
$1K ﹤0.01%
36
+1
2485
$1K ﹤0.01%
70
-44
2486
$1K ﹤0.01%
+140
2487
$1K ﹤0.01%
+28
2488
$1K ﹤0.01%
41
-24
2489
$1K ﹤0.01%
23
-24
2490
$1K ﹤0.01%
173
-86
2491
$1K ﹤0.01%
23
2492
$1K ﹤0.01%
93
+78
2493
$1K ﹤0.01%
+100
2494
$1K ﹤0.01%
97
+18
2495
$1K ﹤0.01%
27
2496
$1K ﹤0.01%
44
2497
$1K ﹤0.01%
47
2498
$1K ﹤0.01%
40
2499
$1K ﹤0.01%
16
-21
2500
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0
98 99
100
101 102