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
1976
$15.6K ﹤0.01%
1,308
-11
1977
$15.5K ﹤0.01%
1,246
-1,494
1978
$15.5K ﹤0.01%
510
1979
$15.5K ﹤0.01%
257
1980
$15.4K ﹤0.01%
478
-627
1981
$15.4K ﹤0.01%
403
-123
1982
$15.3K ﹤0.01%
173
-464
1983
$15.3K ﹤0.01%
465
1984
$15.3K ﹤0.01%
1,230
+67
1985
$15.3K ﹤0.01%
236
1986
$15.3K ﹤0.01%
311
1987
$15.3K ﹤0.01%
13,155
+1,738
1988
$15.2K ﹤0.01%
278
+49
1989
$15.2K ﹤0.01%
388
+30
1990
$15.2K ﹤0.01%
349
-15
1991
$15.2K ﹤0.01%
98
+6
1992
$15.2K ﹤0.01%
3,044
+464
1993
$15.1K ﹤0.01%
2,393
-33
1994
$15.1K ﹤0.01%
525
1995
$15.1K ﹤0.01%
410
+339
1996
$15.1K ﹤0.01%
1,820
1997
$15.1K ﹤0.01%
2,060
-357
1998
$15K ﹤0.01%
552
+53
1999
$15K ﹤0.01%
1,000
-551
2000
$15K ﹤0.01%
274
-188