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
1251
$26K ﹤0.01%
915
-20
1252
$26K ﹤0.01%
176
+31
1253
$26K ﹤0.01%
1,882
+24
1254
$25K ﹤0.01%
2,763
+4
1255
$25K ﹤0.01%
215
+25
1256
$25K ﹤0.01%
1,001
-114
1257
$25K ﹤0.01%
1,735
+22
1258
$25K ﹤0.01%
53
1259
$25K ﹤0.01%
283
1260
$25K ﹤0.01%
400
-560
1261
$25K ﹤0.01%
265
+5
1262
$25K ﹤0.01%
73
1263
$25K ﹤0.01%
1,398
-808
1264
$25K ﹤0.01%
1,281
+55
1265
$25K ﹤0.01%
1,867
-140
1266
$25K ﹤0.01%
552
+49
1267
$25K ﹤0.01%
429
+156
1268
$25K ﹤0.01%
3,244
+117
1269
$25K ﹤0.01%
821
+73
1270
$25K ﹤0.01%
1,300
+81
1271
$25K ﹤0.01%
3,175
-1,050
1272
$25K ﹤0.01%
32
-5
1273
$25K ﹤0.01%
828
-70
1274
$25K ﹤0.01%
1,419
-2,898
1275
$24K ﹤0.01%
861
49 50
51
52 53