S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
1951
$4K ﹤0.01%
269
-108
1952
$4K ﹤0.01%
143
+9
1953
$4K ﹤0.01%
288
1954
$4K ﹤0.01%
77
-49
1955
$4K ﹤0.01%
56
1956
$4K ﹤0.01%
+329
1957
$4K ﹤0.01%
134
1958
$4K ﹤0.01%
260
+10
1959
$4K ﹤0.01%
60
+25
1960
$4K ﹤0.01%
+350
1961
$4K ﹤0.01%
209
+47
1962
$4K ﹤0.01%
165
1963
$4K ﹤0.01%
1,000
1964
$4K ﹤0.01%
119
+45
1965
$4K ﹤0.01%
800
+100
1966
$4K ﹤0.01%
136
-94
1967
$4K ﹤0.01%
59
1968
$4K ﹤0.01%
131
-50
1969
$4K ﹤0.01%
55
-21
1970
$4K ﹤0.01%
+200
1971
$4K ﹤0.01%
163
+13
1972
$4K ﹤0.01%
323
+147
1973
$4K ﹤0.01%
334
+223
1974
$4K ﹤0.01%
72
+17
1975
$4K ﹤0.01%
46
+24
77 78
79
80 81