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

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
1926
$17.1K ﹤0.01%
1,028
+55
1927
$17K ﹤0.01%
1,000
1928
$16.9K ﹤0.01%
341
+41
1929
$16.9K ﹤0.01%
338
-3
1930
$16.9K ﹤0.01%
974
1931
$16.9K ﹤0.01%
555
+25
1932
$16.9K ﹤0.01%
2,921
1933
$16.9K ﹤0.01%
470
1934
$16.8K ﹤0.01%
344
+228
1935
$16.7K ﹤0.01%
3,072
-118
1936
$16.7K ﹤0.01%
144
+18
1937
$16.7K ﹤0.01%
1,569
-26
1938
$16.7K ﹤0.01%
308
1939
$16.6K ﹤0.01%
2,500
+490
1940
$16.6K ﹤0.01%
169
-35
1941
$16.6K ﹤0.01%
158
+139
1942
$16.6K ﹤0.01%
671
-68
1943
$16.6K ﹤0.01%
366
-110
1944
$16.6K ﹤0.01%
159
1945
$16.6K ﹤0.01%
1,092
+200
1946
$16.6K ﹤0.01%
704
+425
1947
$16.5K ﹤0.01%
274
1948
$16.5K ﹤0.01%
397
+190
1949
$16.5K ﹤0.01%
1,000
1950
$16.5K ﹤0.01%
478
+473