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
1651
$9K ﹤0.01%
114
-1
1652
$9K ﹤0.01%
72
+43
1653
$9K ﹤0.01%
+188
1654
$9K ﹤0.01%
1,420
+1,100
1655
$9K ﹤0.01%
475
+135
1656
$9K ﹤0.01%
66
+40
1657
$9K ﹤0.01%
+400
1658
$9K ﹤0.01%
141
+77
1659
$9K ﹤0.01%
126
+1
1660
$9K ﹤0.01%
+1,968
1661
$9K ﹤0.01%
944
-977
1662
$9K ﹤0.01%
283
+176
1663
$9K ﹤0.01%
851
-2,022
1664
$9K ﹤0.01%
284
-56
1665
$9K ﹤0.01%
85
1666
$9K ﹤0.01%
260
-26
1667
$9K ﹤0.01%
+185
1668
$9K ﹤0.01%
250
1669
$9K ﹤0.01%
71
+23
1670
$9K ﹤0.01%
90
-7
1671
$9K ﹤0.01%
1,140
+183
1672
$9K ﹤0.01%
23
-3
1673
$9K ﹤0.01%
498
-2
1674
$9K ﹤0.01%
520
-307
1675
$9K ﹤0.01%
391
-1
65 66
67
68 69