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
1451
$16K ﹤0.01%
458
-1,082
1452
$16K ﹤0.01%
157
+32
1453
$16K ﹤0.01%
212
-17
1454
$16K ﹤0.01%
168
+10
1455
$16K ﹤0.01%
1,838
+444
1456
$16K ﹤0.01%
582
-1,055
1457
$16K ﹤0.01%
+800
1458
$16K ﹤0.01%
629
1459
$16K ﹤0.01%
332
-154
1460
$16K ﹤0.01%
+250
1461
$16K ﹤0.01%
298
+192
1462
$16K ﹤0.01%
360
+276
1463
$16K ﹤0.01%
1,000
1464
$16K ﹤0.01%
724
1465
$16K ﹤0.01%
379
-8
1466
$16K ﹤0.01%
1,345
+96
1467
$15K ﹤0.01%
+25
1468
$15K ﹤0.01%
1,114
-207
1469
$15K ﹤0.01%
+2,239
1470
$15K ﹤0.01%
461
-39
1471
$15K ﹤0.01%
400
1472
$15K ﹤0.01%
201
-128
1473
$15K ﹤0.01%
358
+25
1474
$15K ﹤0.01%
+1,722
1475
$15K ﹤0.01%
346
+1
57 58
59
60 61