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
1226
$27K ﹤0.01%
153
1227
$27K ﹤0.01%
+2,363
1228
$27K ﹤0.01%
758
+100
1229
$27K ﹤0.01%
525
-313
1230
$27K ﹤0.01%
2,060
-108
1231
$27K ﹤0.01%
263
+222
1232
$27K ﹤0.01%
+441
1233
$27K ﹤0.01%
343
-77
1234
$27K ﹤0.01%
983
1235
$27K ﹤0.01%
324
-33
1236
$27K ﹤0.01%
636
1237
$26K ﹤0.01%
392
-33
1238
$26K ﹤0.01%
579
+94
1239
$26K ﹤0.01%
347
-116
1240
$26K ﹤0.01%
1,000
-1,000
1241
$26K ﹤0.01%
2,614
-336
1242
$26K ﹤0.01%
1,063
+15
1243
$26K ﹤0.01%
305
+19
1244
$26K ﹤0.01%
3,386
+86
1245
$26K ﹤0.01%
836
+11
1246
$26K ﹤0.01%
625
1247
$26K ﹤0.01%
1,569
+117
1248
$26K ﹤0.01%
895
+788
1249
$26K ﹤0.01%
203
+60
1250
$26K ﹤0.01%
3,018
-4,970
48 49
50
51 52