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
2651
$3.06K ﹤0.01%
68
2652
$3.06K ﹤0.01%
264
+103
2653
$3.04K ﹤0.01%
85
+10
2654
$3.04K ﹤0.01%
31
-741
2655
$3.04K ﹤0.01%
15
-2
2656
$3.03K ﹤0.01%
295
+187
2657
$3.02K ﹤0.01%
361
2658
$3.01K ﹤0.01%
+350
2659
$3.01K ﹤0.01%
+153
2660
$3K ﹤0.01%
+201
2661
$2.99K ﹤0.01%
18
+2
2662
$2.98K ﹤0.01%
399
2663
$2.98K ﹤0.01%
+200
2664
$2.96K ﹤0.01%
18
-2
2665
$2.95K ﹤0.01%
62
-20
2666
$2.95K ﹤0.01%
196
-342
2667
$2.94K ﹤0.01%
72
2668
$2.93K ﹤0.01%
67
2669
$2.93K ﹤0.01%
35
+1
2670
$2.93K ﹤0.01%
109
+88
2671
$2.91K ﹤0.01%
113
-77
2672
$2.91K ﹤0.01%
134
2673
$2.91K ﹤0.01%
4,365
2674
$2.89K ﹤0.01%
364
-257
2675
$2.88K ﹤0.01%
424
-1,201
105 106
107
108 109