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
1201
$30K ﹤0.01%
4,374
+859
1202
$30K ﹤0.01%
125
-20
1203
$30K ﹤0.01%
1,701
+130
1204
$29K ﹤0.01%
1,916
-1,468
1205
$29K ﹤0.01%
2,266
+153
1206
$29K ﹤0.01%
+1,050
1207
$29K ﹤0.01%
406
-12
1208
$29K ﹤0.01%
1,116
+234
1209
$29K ﹤0.01%
882
1210
$29K ﹤0.01%
+2,342
1211
$29K ﹤0.01%
903
1212
$29K ﹤0.01%
644
+183
1213
$29K ﹤0.01%
1,892
+602
1214
$29K ﹤0.01%
6,667
1215
$28K ﹤0.01%
2,383
1216
$28K ﹤0.01%
1,260
1217
$28K ﹤0.01%
87
-29
1218
$28K ﹤0.01%
967
-758
1219
$28K ﹤0.01%
2,202
+21
1220
$28K ﹤0.01%
195
+183
1221
$28K ﹤0.01%
1,000
1222
$28K ﹤0.01%
172
1223
$28K ﹤0.01%
3,611
+490
1224
$27K ﹤0.01%
2,186
+824
1225
$27K ﹤0.01%
2,076
+1,233
47 48
49
50 51