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
1826
$6K ﹤0.01%
1,014
+665
1827
$6K ﹤0.01%
164
1828
$6K ﹤0.01%
330
+30
1829
$6K ﹤0.01%
358
1830
$6K ﹤0.01%
+97
1831
$6K ﹤0.01%
+300
1832
$6K ﹤0.01%
99
+4
1833
$6K ﹤0.01%
55
-5
1834
$6K ﹤0.01%
+97
1835
$6K ﹤0.01%
272
-22
1836
$6K ﹤0.01%
+328
1837
$6K ﹤0.01%
268
+32
1838
$6K ﹤0.01%
64
1839
$6K ﹤0.01%
+438
1840
$6K ﹤0.01%
711
+624
1841
$6K ﹤0.01%
1,034
1842
$6K ﹤0.01%
98
+17
1843
$6K ﹤0.01%
84
+32
1844
$6K ﹤0.01%
+826
1845
$6K ﹤0.01%
326
1846
$5K ﹤0.01%
39
+11
1847
$5K ﹤0.01%
+131
1848
$5K ﹤0.01%
208
1849
$5K ﹤0.01%
205
-36
1850
$5K ﹤0.01%
94
+28
72 73
74
75 76