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
1876
$5K ﹤0.01%
151
+30
1877
$5K ﹤0.01%
231
1878
$5K ﹤0.01%
+250
1879
$5K ﹤0.01%
479
-263
1880
$5K ﹤0.01%
122
+99
1881
$5K ﹤0.01%
150
1882
$5K ﹤0.01%
70
1883
$5K ﹤0.01%
90
1884
$5K ﹤0.01%
51
1885
$5K ﹤0.01%
150
1886
$5K ﹤0.01%
+300
1887
$5K ﹤0.01%
324
+52
1888
$5K ﹤0.01%
33
-29
1889
$5K ﹤0.01%
+546
1890
$5K ﹤0.01%
96
-23
1891
$5K ﹤0.01%
73
+10
1892
$5K ﹤0.01%
364
-705
1893
$5K ﹤0.01%
408
-100
1894
$5K ﹤0.01%
139
+9
1895
$5K ﹤0.01%
348
+88
1896
$5K ﹤0.01%
112
-45
1897
$5K ﹤0.01%
52
-93
1898
$5K ﹤0.01%
97
-11
1899
$5K ﹤0.01%
759
-501
1900
$5K ﹤0.01%
+142
74 75
76
77 78