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
1351
$20K ﹤0.01%
453
1352
$20K ﹤0.01%
708
+500
1353
$20K ﹤0.01%
1,503
1354
$20K ﹤0.01%
676
1355
$20K ﹤0.01%
540
-50
1356
$20K ﹤0.01%
489
1357
$20K ﹤0.01%
608
+70
1358
$20K ﹤0.01%
825
1359
$20K ﹤0.01%
+1,406
1360
$20K ﹤0.01%
+550
1361
$20K ﹤0.01%
+4,600
1362
$20K ﹤0.01%
750
1363
$20K ﹤0.01%
350
1364
$20K ﹤0.01%
390
+87
1365
$20K ﹤0.01%
1,049
+271
1366
$20K ﹤0.01%
+1,333
1367
$20K ﹤0.01%
200
-121
1368
$20K ﹤0.01%
308
1369
$20K ﹤0.01%
1,960
+11
1370
$20K ﹤0.01%
35
+24
1371
$20K ﹤0.01%
562
-201
1372
$20K ﹤0.01%
596
+15
1373
$20K ﹤0.01%
1,657
-60
1374
$20K ﹤0.01%
554
-113
1375
$20K ﹤0.01%
579
+452
53 54
55
56 57