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
1701
$26.9K ﹤0.01%
1,139
1702
$26.8K ﹤0.01%
2,789
+972
1703
$26.7K ﹤0.01%
+822
1704
$26.7K ﹤0.01%
1,179
+4
1705
$26.6K ﹤0.01%
893
+118
1706
$26.6K ﹤0.01%
861
1707
$26.6K ﹤0.01%
841
+133
1708
$26.5K ﹤0.01%
1,159
+245
1709
$26.4K ﹤0.01%
+787
1710
$26.3K ﹤0.01%
445
-15
1711
$26.3K ﹤0.01%
1,802
-154
1712
$26.3K ﹤0.01%
886
+275
1713
$26.2K ﹤0.01%
1,260
-105
1714
$26.2K ﹤0.01%
418
+214
1715
$26.2K ﹤0.01%
1,155
+32
1716
$26.1K ﹤0.01%
1,742
-62
1717
$26.1K ﹤0.01%
83
-6
1718
$26K ﹤0.01%
593
+80
1719
$25.9K ﹤0.01%
1,064
-100
1720
$25.9K ﹤0.01%
1,039
-31
1721
$25.8K ﹤0.01%
7,663
+3,085
1722
$25.8K ﹤0.01%
808
+164
1723
$25.8K ﹤0.01%
875
+349
1724
$25.7K ﹤0.01%
1,229
+12
1725
$25.7K ﹤0.01%
738
+50
67 68
69
70 71