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
$3.84B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,368
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$13M
3
+$9.99M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.08M
5
AFL icon
Aflac
AFL
+$2.82M

Top Sells

1
+$75.7M
2
+$49.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 3.91%
3 Financials 3.88%
4 Healthcare 3.57%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$4.42K ﹤0.01%
402
+398
2527
$4.41K ﹤0.01%
53
-93
2528
$4.4K ﹤0.01%
860
2529
$4.4K ﹤0.01%
221
2530
$4.38K ﹤0.01%
67
+53
2531
$4.38K ﹤0.01%
225
2532
$4.37K ﹤0.01%
516
-580
2533
$4.37K ﹤0.01%
173
2534
$4.33K ﹤0.01%
1,108
-35
2535
$4.31K ﹤0.01%
131
2536
$4.31K ﹤0.01%
339
2537
$4.3K ﹤0.01%
+198
2538
$4.29K ﹤0.01%
151
2539
$4.29K ﹤0.01%
165
+17
2540
$4.28K ﹤0.01%
85
2541
$4.28K ﹤0.01%
59
-249
2542
$4.27K ﹤0.01%
163
-235
2543
$4.27K ﹤0.01%
141
-212
2544
$4.25K ﹤0.01%
82
+6
2545
$4.25K ﹤0.01%
180
+127
2546
$4.23K ﹤0.01%
315
-9
2547
$4.23K ﹤0.01%
283
+28
2548
$4.21K ﹤0.01%
+140
2549
$4.21K ﹤0.01%
3,534
+2,102
2550
$4.18K ﹤0.01%
802
100 101
102
103 104