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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$8.24M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.02M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.13M

Top Sells

1
+$7.85M
2
+$3.97M
3
+$2.73M
4
UPS icon
United Parcel Service
UPS
+$2.64M
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%
271
1977
$4K ﹤0.01%
290
+106
1978
$4K ﹤0.01%
95
+74
1979
$4K ﹤0.01%
126
1980
$4K ﹤0.01%
300
1981
$4K ﹤0.01%
691
+35
1982
$4K ﹤0.01%
433
1983
$4K ﹤0.01%
220
1984
$4K ﹤0.01%
767
+318
1985
$4K ﹤0.01%
619
-131
1986
$4K ﹤0.01%
157
-14
1987
$4K ﹤0.01%
55
-8
1988
$4K ﹤0.01%
236
+126
1989
$4K ﹤0.01%
26
-5
1990
$4K ﹤0.01%
34
1991
$4K ﹤0.01%
309
1992
$4K ﹤0.01%
70
+36
1993
$4K ﹤0.01%
+121
1994
$4K ﹤0.01%
+329
1995
$4K ﹤0.01%
134
1996
$4K ﹤0.01%
260
+10
1997
$4K ﹤0.01%
60
+25
1998
$4K ﹤0.01%
+350
1999
$4K ﹤0.01%
209
+47
2000
$4K ﹤0.01%
1,000
78 79
80
81 82