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
$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
1851
$19.7K ﹤0.01%
1,384
-715
1852
$19.7K ﹤0.01%
287
1853
$19.7K ﹤0.01%
1,545
-835
1854
$19.6K ﹤0.01%
913
+465
1855
$19.6K ﹤0.01%
157
+11
1856
$19.5K ﹤0.01%
710
-2,417
1857
$19.5K ﹤0.01%
770
1858
$19.5K ﹤0.01%
262
+12
1859
$19.5K ﹤0.01%
1,571
+62
1860
$19.4K ﹤0.01%
1,843
+1,075
1861
$19.4K ﹤0.01%
1,237
+9
1862
$19.4K ﹤0.01%
1,767
+95
1863
$19.4K ﹤0.01%
799
+244
1864
$19.3K ﹤0.01%
707
+112
1865
$19.3K ﹤0.01%
582
+42
1866
$19.3K ﹤0.01%
2,267
+2
1867
$19.2K ﹤0.01%
118
+55
1868
$19.2K ﹤0.01%
114
+1
1869
$19.1K ﹤0.01%
5,347
1870
$19K ﹤0.01%
275
-8
1871
$19K ﹤0.01%
264
-12
1872
$18.9K ﹤0.01%
372
-157
1873
$18.9K ﹤0.01%
5,950
+2,040
1874
$18.8K ﹤0.01%
743
+93
1875
$18.8K ﹤0.01%
2,411
-50
73 74
75
76 77