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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$8.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.02M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.13M

Top Sells

1
+$7.85M
2
+$3.97M
3
+$2.73M
4
UPS icon
United Parcel Service
UPS
+$2.64M
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
1751
$7K ﹤0.01%
2,021
-2,873
1752
$7K ﹤0.01%
227
1753
$7K ﹤0.01%
42
+12
1754
$7K ﹤0.01%
99
1755
$7K ﹤0.01%
640
-400
1756
$7K ﹤0.01%
404
+65
1757
$7K ﹤0.01%
848
+83
1758
$7K ﹤0.01%
102
1759
$7K ﹤0.01%
411
1760
$7K ﹤0.01%
793
1761
$7K ﹤0.01%
333
-132
1762
$7K ﹤0.01%
169
-15
1763
$7K ﹤0.01%
456
-261
1764
$7K ﹤0.01%
+3,000
1765
$7K ﹤0.01%
595
1766
$7K ﹤0.01%
386
-52
1767
$7K ﹤0.01%
83
-20
1768
$7K ﹤0.01%
275
+231
1769
$7K ﹤0.01%
325
+198
1770
$7K ﹤0.01%
92
+72
1771
$7K ﹤0.01%
84
1772
$7K ﹤0.01%
236
1773
$7K ﹤0.01%
337
1774
$7K ﹤0.01%
229
-457
1775
$7K ﹤0.01%
150
+100
69 70
71
72 73