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
1051
$42K ﹤0.01%
+300
1052
$42K ﹤0.01%
704
+105
1053
$42K ﹤0.01%
2,955
1054
$42K ﹤0.01%
2,844
-852
1055
$42K ﹤0.01%
1,014
+31
1056
$42K ﹤0.01%
2,412
-309
1057
$42K ﹤0.01%
14,448
+5,048
1058
$42K ﹤0.01%
1,256
-647
1059
$42K ﹤0.01%
963
+30
1060
$42K ﹤0.01%
2,168
1061
$42K ﹤0.01%
848
1062
$41K ﹤0.01%
414
-2
1063
$41K ﹤0.01%
2,360
-176
1064
$41K ﹤0.01%
1,154
+8
1065
$41K ﹤0.01%
491
+36
1066
$41K ﹤0.01%
234
+27
1067
$41K ﹤0.01%
972
+28
1068
$41K ﹤0.01%
1,940
1069
$41K ﹤0.01%
2,432
-350
1070
$41K ﹤0.01%
6,594
+500
1071
$41K ﹤0.01%
7,821
+1,795
1072
$41K ﹤0.01%
706
1073
$40K ﹤0.01%
1,236
1074
$40K ﹤0.01%
1,439
+6
1075
$40K ﹤0.01%
572
+150
41 42
43
44 45