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
2776
$1.88K ﹤0.01%
172
2777
$1.88K ﹤0.01%
+23
2778
$1.87K ﹤0.01%
361
2779
$1.87K ﹤0.01%
111
-99
2780
$1.87K ﹤0.01%
1,450
2781
$1.85K ﹤0.01%
+500
2782
$1.84K ﹤0.01%
100
2783
$1.84K ﹤0.01%
47
2784
$1.84K ﹤0.01%
85
2785
$1.84K ﹤0.01%
171
2786
$1.84K ﹤0.01%
346
-22
2787
$1.83K ﹤0.01%
+50
2788
$1.83K ﹤0.01%
126
-23
2789
$1.82K ﹤0.01%
1,003
2790
$1.81K ﹤0.01%
52
2791
$1.8K ﹤0.01%
+76
2792
$1.8K ﹤0.01%
154
+66
2793
$1.79K ﹤0.01%
68
2794
$1.79K ﹤0.01%
+400
2795
$1.79K ﹤0.01%
120
+9
2796
$1.79K ﹤0.01%
11
2797
$1.78K ﹤0.01%
48
2798
$1.77K ﹤0.01%
48
+7
2799
$1.75K ﹤0.01%
39
+17
2800
$1.75K ﹤0.01%
1,216
110 111
112
113 114