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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
2051
$3K ﹤0.01%
122
2052
$3K ﹤0.01%
117
2053
$3K ﹤0.01%
86
2054
$3K ﹤0.01%
379
-58
2055
$3K ﹤0.01%
+145
2056
$3K ﹤0.01%
148
-36
2057
$3K ﹤0.01%
811
2058
$3K ﹤0.01%
201
2059
$3K ﹤0.01%
60
2060
$3K ﹤0.01%
135
+16
2061
$3K ﹤0.01%
+12
2062
$3K ﹤0.01%
41
-85
2063
$3K ﹤0.01%
147
2064
$3K ﹤0.01%
14
-9
2065
$3K ﹤0.01%
450
+234
2066
$3K ﹤0.01%
65
-10
2067
$3K ﹤0.01%
109
2068
$3K ﹤0.01%
71
2069
$3K ﹤0.01%
1,418
2070
$3K ﹤0.01%
+47
2071
$3K ﹤0.01%
100
2072
$3K ﹤0.01%
121
+80
2073
$3K ﹤0.01%
161
+61
2074
$3K ﹤0.01%
232
2075
$3K ﹤0.01%
897
-99
81 82
83
84 85