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
1426
$17K ﹤0.01%
365
+190
1427
$17K ﹤0.01%
400
1428
$17K ﹤0.01%
3,700
-2,625
1429
$17K ﹤0.01%
1,039
+66
1430
$17K ﹤0.01%
1,494
1431
$17K ﹤0.01%
+217
1432
$17K ﹤0.01%
997
+155
1433
$17K ﹤0.01%
+454
1434
$17K ﹤0.01%
276
+76
1435
$17K ﹤0.01%
1,994
+1,004
1436
$17K ﹤0.01%
+423
1437
$17K ﹤0.01%
+30
1438
$17K ﹤0.01%
274
+24
1439
$17K ﹤0.01%
628
-1,035
1440
$17K ﹤0.01%
209
+159
1441
$16K ﹤0.01%
310
-78
1442
$16K ﹤0.01%
+1,165
1443
$16K ﹤0.01%
112
-39
1444
$16K ﹤0.01%
159
-443
1445
$16K ﹤0.01%
+3,956
1446
$16K ﹤0.01%
3,509
+407
1447
$16K ﹤0.01%
729
+29
1448
$16K ﹤0.01%
+198
1449
$16K ﹤0.01%
290
-1,774
1450
$16K ﹤0.01%
718
56 57
58
59 60