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
1626
$10K ﹤0.01%
282
+50
1627
$10K ﹤0.01%
221
1628
$10K ﹤0.01%
+900
1629
$10K ﹤0.01%
539
+85
1630
$10K ﹤0.01%
613
+226
1631
$10K ﹤0.01%
712
-435
1632
$10K ﹤0.01%
54
+23
1633
$10K ﹤0.01%
4,392
-904
1634
$10K ﹤0.01%
+5,198
1635
$10K ﹤0.01%
2,383
1636
$10K ﹤0.01%
269
+114
1637
$10K ﹤0.01%
981
+466
1638
$10K ﹤0.01%
531
+478
1639
$9K ﹤0.01%
1,140
+183
1640
$9K ﹤0.01%
180
1641
$9K ﹤0.01%
502
+466
1642
$9K ﹤0.01%
23
-3
1643
$9K ﹤0.01%
498
-2
1644
$9K ﹤0.01%
520
-307
1645
$9K ﹤0.01%
139
-3
1646
$9K ﹤0.01%
408
-274
1647
$9K ﹤0.01%
266
-161
1648
$9K ﹤0.01%
327
+270
1649
$9K ﹤0.01%
219
+30
1650
$9K ﹤0.01%
142
64 65
66
67 68