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
1476
$15K ﹤0.01%
283
-105
1477
$15K ﹤0.01%
2,103
+18
1478
$15K ﹤0.01%
5,232
+190
1479
$15K ﹤0.01%
82
+25
1480
$15K ﹤0.01%
+1,450
1481
$15K ﹤0.01%
900
-8,100
1482
$15K ﹤0.01%
513
-4,061
1483
$15K ﹤0.01%
2,242
-93
1484
$15K ﹤0.01%
149
+2
1485
$15K ﹤0.01%
215
+38
1486
$15K ﹤0.01%
407
1487
$15K ﹤0.01%
621
+67
1488
$15K ﹤0.01%
465
-9
1489
$15K ﹤0.01%
780
-49
1490
$14K ﹤0.01%
1,294
+250
1491
$14K ﹤0.01%
333
+175
1492
$14K ﹤0.01%
1,025
+582
1493
$14K ﹤0.01%
2,772
-665
1494
$14K ﹤0.01%
112
+41
1495
$14K ﹤0.01%
+1,463
1496
$14K ﹤0.01%
190
-21
1497
$14K ﹤0.01%
533
+29
1498
$14K ﹤0.01%
305
+10
1499
$14K ﹤0.01%
144
-81
1500
$14K ﹤0.01%
252
+19
58 59
60
61 62