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
1901
$17.8K ﹤0.01%
+554
1902
$17.8K ﹤0.01%
1,038
+487
1903
$17.8K ﹤0.01%
359
+172
1904
$17.7K ﹤0.01%
441
+419
1905
$17.7K ﹤0.01%
200
1906
$17.7K ﹤0.01%
187
1907
$17.7K ﹤0.01%
535
+88
1908
$17.7K ﹤0.01%
2,158
-89
1909
$17.6K ﹤0.01%
1,764
+340
1910
$17.6K ﹤0.01%
243
+18
1911
$17.6K ﹤0.01%
245
+43
1912
$17.5K ﹤0.01%
127
+47
1913
$17.4K ﹤0.01%
217
1914
$17.4K ﹤0.01%
352
1915
$17.4K ﹤0.01%
585
+507
1916
$17.2K ﹤0.01%
70
1917
$17.2K ﹤0.01%
176
+23
1918
$17.2K ﹤0.01%
1,537
1919
$17.2K ﹤0.01%
46
-1
1920
$17.1K ﹤0.01%
4,500
+2,000
1921
$17.1K ﹤0.01%
3,260
+2,557
1922
$17.1K ﹤0.01%
15
-3
1923
$17.1K ﹤0.01%
696
+291
1924
$17.1K ﹤0.01%
287
+104
1925
$17.1K ﹤0.01%
657
-368
75 76
77
78 79