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
$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
+$8.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.97M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.08M

Top Sells

1
+$8.08M
2
+$4.01M
3
+$3.03M
4
ABT icon
Abbott
ABT
+$2.73M
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
426
$233K 0.01%
2,987
-47
427
$232K 0.01%
2,800
+2,000
428
$231K 0.01%
1,194
+35
429
$231K 0.01%
1,801
+210
430
$230K 0.01%
90,000
431
$230K 0.01%
3,875
-1,062
432
$228K 0.01%
9,484
-32
433
$227K 0.01%
3,006
-1,395
434
$225K 0.01%
9,252
+681
435
$225K 0.01%
28,280
-2,824
436
$225K 0.01%
1,385
+445
437
$224K 0.01%
20,104
+86
438
$223K 0.01%
7,445
+3,187
439
$222K 0.01%
10,332
-899
440
$221K 0.01%
129
+16
441
$220K 0.01%
3,860
+118
442
$219K 0.01%
186
+2
443
$219K 0.01%
1,751
+102
444
$219K 0.01%
30,763
+2,459
445
$219K 0.01%
11,484
-2,743
446
$218K 0.01%
14,016
-755
447
$218K 0.01%
7,102
-101
448
$217K 0.01%
1,477
+155
449
$217K 0.01%
5,170
+85
450
$216K 0.01%
3,696
-9
16 17
18
19 20