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
2551
$4.18K ﹤0.01%
2,000
-100
2552
$4.16K ﹤0.01%
315
+189
2553
$4.16K ﹤0.01%
187
+55
2554
$4.13K ﹤0.01%
226
+134
2555
$4.11K ﹤0.01%
+556
2556
$4.1K ﹤0.01%
904
+862
2557
$4.1K ﹤0.01%
500
2558
$4.1K ﹤0.01%
1,000
2559
$4.09K ﹤0.01%
2,590
2560
$4.09K ﹤0.01%
96
2561
$4.06K ﹤0.01%
121
+59
2562
$4.05K ﹤0.01%
483
-1,215
2563
$4.04K ﹤0.01%
+500
2564
$4.04K ﹤0.01%
120
+14
2565
$4.04K ﹤0.01%
+145
2566
$3.98K ﹤0.01%
222
2567
$3.97K ﹤0.01%
39
2568
$3.95K ﹤0.01%
35
+31
2569
$3.95K ﹤0.01%
277
2570
$3.95K ﹤0.01%
645
-65
2571
$3.91K ﹤0.01%
+100
2572
$3.9K ﹤0.01%
78
-29
2573
$3.88K ﹤0.01%
605
+229
2574
$3.85K ﹤0.01%
848
+644
2575
$3.83K ﹤0.01%
139
-33
101 102
103
104 105