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
2026
$14K ﹤0.01%
2,395
-62
2027
$13.9K ﹤0.01%
336
-19
2028
$13.9K ﹤0.01%
832
2029
$13.9K ﹤0.01%
509
-16
2030
$13.8K ﹤0.01%
278
+72
2031
$13.8K ﹤0.01%
249
+3
2032
$13.7K ﹤0.01%
146
2033
$13.7K ﹤0.01%
+405
2034
$13.7K ﹤0.01%
847
-2,822
2035
$13.7K ﹤0.01%
342
2036
$13.7K ﹤0.01%
564
+16
2037
$13.7K ﹤0.01%
331
-6
2038
$13.7K ﹤0.01%
2,661
-528
2039
$13.6K ﹤0.01%
137
+22
2040
$13.6K ﹤0.01%
484
-23
2041
$13.6K ﹤0.01%
2,795
+774
2042
$13.5K ﹤0.01%
4,980
2043
$13.5K ﹤0.01%
535
2044
$13.5K ﹤0.01%
477
-79
2045
$13.4K ﹤0.01%
92
+53
2046
$13.4K ﹤0.01%
455
+324
2047
$13.4K ﹤0.01%
176
-2
2048
$13.3K ﹤0.01%
+6,408
2049
$13.3K ﹤0.01%
1,216
+55
2050
$13.3K ﹤0.01%
262
80 81
82
83 84