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
$3.84B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,368
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$13M
3
+$9.99M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.08M
5
AFL icon
Aflac
AFL
+$2.82M

Top Sells

1
+$75.7M
2
+$49.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 3.91%
3 Financials 3.88%
4 Healthcare 3.57%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$36.4K ﹤0.01%
464
1552
$36.2K ﹤0.01%
312
-7
1553
$36.2K ﹤0.01%
14,957
-6,675
1554
$36.2K ﹤0.01%
1,200
1555
$36.1K ﹤0.01%
150
+35
1556
$36.1K ﹤0.01%
5,973
+249
1557
$36.1K ﹤0.01%
279
+27
1558
$36.1K ﹤0.01%
4,696
-301
1559
$36K ﹤0.01%
663
+9
1560
$36K ﹤0.01%
662
+611
1561
$35.9K ﹤0.01%
848
1562
$35.9K ﹤0.01%
1,033
-223
1563
$35.7K ﹤0.01%
400
+14
1564
$35.7K ﹤0.01%
374
+8
1565
$35.6K ﹤0.01%
849
+18
1566
$35.6K ﹤0.01%
4,144
+82
1567
$35.5K ﹤0.01%
233
+1
1568
$35.5K ﹤0.01%
719
+27
1569
$35.5K ﹤0.01%
9,266
+75
1570
$35.3K ﹤0.01%
495
+36
1571
$35.3K ﹤0.01%
1,414
1572
$35.2K ﹤0.01%
686
+444
1573
$35.1K ﹤0.01%
1,069
+476
1574
$35K ﹤0.01%
578
1575
$35K ﹤0.01%
349
61 62
63
64 65