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
1976
$4K ﹤0.01%
+240
1977
$4K ﹤0.01%
92
+24
1978
$4K ﹤0.01%
242
1979
$4K ﹤0.01%
121
+10
1980
$4K ﹤0.01%
70
-86
1981
$4K ﹤0.01%
482
+97
1982
$4K ﹤0.01%
108
-138
1983
$4K ﹤0.01%
222
1984
$4K ﹤0.01%
359
-20
1985
$4K ﹤0.01%
111
-282
1986
$4K ﹤0.01%
116
+64
1987
$4K ﹤0.01%
118
+49
1988
$4K ﹤0.01%
70
1989
$4K ﹤0.01%
70
1990
$4K ﹤0.01%
460
-25
1991
$4K ﹤0.01%
390
1992
$4K ﹤0.01%
194
1993
$4K ﹤0.01%
68
+46
1994
$4K ﹤0.01%
271
1995
$4K ﹤0.01%
290
+106
1996
$4K ﹤0.01%
95
+74
1997
$4K ﹤0.01%
126
1998
$4K ﹤0.01%
300
1999
$4K ﹤0.01%
691
+35
2000
$4K ﹤0.01%
433
78 79
80
81 82