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
1176
$31K ﹤0.01%
605
-153
1177
$31K ﹤0.01%
171
-118
1178
$31K ﹤0.01%
658
+43
1179
$31K ﹤0.01%
876
-50
1180
$31K ﹤0.01%
232
+2
1181
$31K ﹤0.01%
967
+535
1182
$31K ﹤0.01%
1,121
-278
1183
$31K ﹤0.01%
913
+309
1184
$31K ﹤0.01%
373
-9
1185
$31K ﹤0.01%
+355
1186
$31K ﹤0.01%
602
1187
$31K ﹤0.01%
655
+125
1188
$31K ﹤0.01%
475
1189
$31K ﹤0.01%
+50
1190
$31K ﹤0.01%
6,287
-989
1191
$30K ﹤0.01%
1,219
-1,051
1192
$30K ﹤0.01%
4,375
-367
1193
$30K ﹤0.01%
73
-76
1194
$30K ﹤0.01%
219
+175
1195
$30K ﹤0.01%
392
1196
$30K ﹤0.01%
391
+50
1197
$30K ﹤0.01%
1,425
+602
1198
$30K ﹤0.01%
264
+40
1199
$30K ﹤0.01%
4,831
+107
1200
$30K ﹤0.01%
465
+152
46 47
48
49 50