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
1951
$16.5K ﹤0.01%
910
-239
1952
$16.4K ﹤0.01%
588
-92
1953
$16.4K ﹤0.01%
1,001
+631
1954
$16.3K ﹤0.01%
580
+288
1955
$16.2K ﹤0.01%
289
+87
1956
$16.2K ﹤0.01%
735
+16
1957
$16.2K ﹤0.01%
1,461
1958
$16.2K ﹤0.01%
429
+229
1959
$16.2K ﹤0.01%
421
+406
1960
$16.2K ﹤0.01%
230
1961
$16.1K ﹤0.01%
182
1962
$16K ﹤0.01%
1,612
-446
1963
$16K ﹤0.01%
+11,257
1964
$16K ﹤0.01%
119
+2
1965
$16K ﹤0.01%
562
-400
1966
$15.9K ﹤0.01%
168
+115
1967
$15.9K ﹤0.01%
2,769
-802
1968
$15.9K ﹤0.01%
912
-677
1969
$15.8K ﹤0.01%
329
+8
1970
$15.7K ﹤0.01%
309
-26
1971
$15.7K ﹤0.01%
108
+88
1972
$15.7K ﹤0.01%
160
-9
1973
$15.7K ﹤0.01%
7,218
-53
1974
$15.6K ﹤0.01%
388
-45
1975
$15.6K ﹤0.01%
575
77 78
79
80 81