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
1676
– –
0
1677
$9K ﹤0.01%
+40
1678
$9K ﹤0.01%
68
1679
$9K ﹤0.01%
274
-1,644
1680
$9K ﹤0.01%
200
1681
$9K ﹤0.01%
1,653
+56
1682
$8K ﹤0.01%
1,854
+961
1683
$8K ﹤0.01%
403
+208
1684
$8K ﹤0.01%
1,710
+101
1685
$8K ﹤0.01%
124
-591
1686
$8K ﹤0.01%
86
+20
1687
$8K ﹤0.01%
506
+24
1688
$8K ﹤0.01%
633
1689
$8K ﹤0.01%
309
+23
1690
$8K ﹤0.01%
184
+107
1691
$8K ﹤0.01%
213
-7
1692
$8K ﹤0.01%
+295
1693
$8K ﹤0.01%
144
1694
$8K ﹤0.01%
91
-14
1695
$8K ﹤0.01%
90
1696
$8K ﹤0.01%
+650
1697
$8K ﹤0.01%
203
+48
1698
$8K ﹤0.01%
198
1699
$8K ﹤0.01%
537
+217
1700
$8K ﹤0.01%
143
+39
66 67
68
69 70