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
2051
$13.2K ﹤0.01%
104
+20
2052
$13.2K ﹤0.01%
3,195
2053
$13.2K ﹤0.01%
2,322
+1,480
2054
$13.2K ﹤0.01%
553
+44
2055
$13.2K ﹤0.01%
500
2056
$13.1K ﹤0.01%
134
+1
2057
$13.1K ﹤0.01%
179
-16
2058
$13.1K ﹤0.01%
237
-32
2059
$13K ﹤0.01%
154
2060
$12.9K ﹤0.01%
500
2061
$12.9K ﹤0.01%
314
+12
2062
$12.9K ﹤0.01%
509
2063
$12.9K ﹤0.01%
+2,633
2064
$12.9K ﹤0.01%
54,980
2065
$12.9K ﹤0.01%
1,570
-602
2066
$12.9K ﹤0.01%
626
+300
2067
$12.9K ﹤0.01%
1,448
-66
2068
$12.9K ﹤0.01%
650
2069
$12.9K ﹤0.01%
1,338
-2,676
2070
$12.8K ﹤0.01%
1,249
+23
2071
$12.8K ﹤0.01%
70
-4
2072
$12.7K ﹤0.01%
213
-25
2073
$12.7K ﹤0.01%
903
2074
$12.7K ﹤0.01%
1,421
+445
2075
$12.6K ﹤0.01%
209
81 82
83
84 85