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
1801
$6K ﹤0.01%
+87
1802
$6K ﹤0.01%
131
1803
$6K ﹤0.01%
65
1804
$6K ﹤0.01%
222
-2
1805
$6K ﹤0.01%
307
-180
1806
$6K ﹤0.01%
1,975
+104
1807
$6K ﹤0.01%
+425
1808
$6K ﹤0.01%
186
1809
$6K ﹤0.01%
85
1810
$6K ﹤0.01%
786
-87
1811
$6K ﹤0.01%
29
-325
1812
$6K ﹤0.01%
33
1813
$6K ﹤0.01%
+315
1814
$6K ﹤0.01%
335
1815
$6K ﹤0.01%
110
-10
1816
$6K ﹤0.01%
625
1817
$6K ﹤0.01%
422
-272
1818
$6K ﹤0.01%
180
-123
1819
$6K ﹤0.01%
858
+253
1820
$6K ﹤0.01%
171
-61
1821
$6K ﹤0.01%
222
1822
$6K ﹤0.01%
185
+1
1823
$6K ﹤0.01%
176
-122
1824
$6K ﹤0.01%
307
+257
1825
$6K ﹤0.01%
200
+30
71 72
73
74 75