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
1276
$24K ﹤0.01%
1,161
1277
$24K ﹤0.01%
151
-89
1278
$24K ﹤0.01%
8,148
+693
1279
$24K ﹤0.01%
226
+21
1280
$24K ﹤0.01%
455
-108
1281
$24K ﹤0.01%
398
-124
1282
$24K ﹤0.01%
320
1283
$24K ﹤0.01%
1,342
+10
1284
$24K ﹤0.01%
537
+313
1285
$24K ﹤0.01%
2,047
+254
1286
$24K ﹤0.01%
7,007
+1,650
1287
$24K ﹤0.01%
475
+36
1288
$24K ﹤0.01%
608
-134
1289
$24K ﹤0.01%
2,844
1290
$23K ﹤0.01%
1,799
+922
1291
$23K ﹤0.01%
1,952
1292
$23K ﹤0.01%
277
-63
1293
$23K ﹤0.01%
+1,683
1294
$23K ﹤0.01%
281
+215
1295
$23K ﹤0.01%
2,000
1296
$23K ﹤0.01%
218
+8
1297
$23K ﹤0.01%
424
1298
$23K ﹤0.01%
+375
1299
$23K ﹤0.01%
795
+17
1300
$23K ﹤0.01%
1,675
+1,475
50 51
52
53 54