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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$8.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.02M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.13M

Top Sells

1
+$7.85M
2
+$3.97M
3
+$2.73M
4
UPS icon
United Parcel Service
UPS
+$2.64M
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
2501
$1K ﹤0.01%
47
2502
– –
0
2503
$1K ﹤0.01%
+40
2504
$1K ﹤0.01%
+14
2505
$1K ﹤0.01%
23
-27
2506
$1K ﹤0.01%
+5
2507
$1K ﹤0.01%
22
-21
2508
$1K ﹤0.01%
+134
2509
$1K ﹤0.01%
87
2510
$1K ﹤0.01%
+82
2511
$1K ﹤0.01%
+16
2512
$1K ﹤0.01%
18
-31
2513
$1K ﹤0.01%
70
2514
$1K ﹤0.01%
88
2515
$1K ﹤0.01%
117
2516
$1K ﹤0.01%
28
-68
2517
$1K ﹤0.01%
+51
2518
$1K ﹤0.01%
+46
2519
$1K ﹤0.01%
+26
2520
– –
0
2521
$1K ﹤0.01%
+34
2522
$1K ﹤0.01%
+97
2523
$1K ﹤0.01%
66
2524
$1K ﹤0.01%
14
-6
2525
$1K ﹤0.01%
25
-35
99 100
101
102 103