S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1551
$12K ﹤0.01%
150
+25
1552
$12K ﹤0.01%
552
+1
1553
$12K ﹤0.01%
74
1554
$12K ﹤0.01%
1,889
-611
1555
$12K ﹤0.01%
1,329
+86
1556
$12K ﹤0.01%
1,814
+112
1557
$12K ﹤0.01%
50
-7
1558
$12K ﹤0.01%
915
+81
1559
$12K ﹤0.01%
213
1560
$12K ﹤0.01%
459
+228
1561
$12K ﹤0.01%
79
1562
$12K ﹤0.01%
403
+149
1563
$12K ﹤0.01%
2,000
1564
$12K ﹤0.01%
161
1565
$12K ﹤0.01%
470
+367
1566
$12K ﹤0.01%
+284
1567
$12K ﹤0.01%
+1,150
1568
$12K ﹤0.01%
624
-400
1569
$12K ﹤0.01%
380
-8
1570
$12K ﹤0.01%
3,519
+256
1571
$12K ﹤0.01%
156
+13
1572
$12K ﹤0.01%
+300
1573
$12K ﹤0.01%
275
+22
1574
$12K ﹤0.01%
306
-39
1575
$12K ﹤0.01%
+600
61 62
63
64 65