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
2126
$11.6K ﹤0.01%
973
2127
$11.5K ﹤0.01%
290
2128
$11.5K ﹤0.01%
710
+182
2129
$11.5K ﹤0.01%
375
2130
$11.4K ﹤0.01%
1,161
2131
$11.4K ﹤0.01%
100
+6
2132
$11.4K ﹤0.01%
354
2133
$11.4K ﹤0.01%
133
2134
$11.4K ﹤0.01%
307
2135
$11.3K ﹤0.01%
252
+160
2136
$11.3K ﹤0.01%
1,483
2137
$11.3K ﹤0.01%
149
-98
2138
$11.3K ﹤0.01%
181
-59
2139
$11.2K ﹤0.01%
200
2140
$11.2K ﹤0.01%
505
+173
2141
$11.2K ﹤0.01%
65
+13
2142
$11.2K ﹤0.01%
536
2143
$11.2K ﹤0.01%
340
-200
2144
$11.2K ﹤0.01%
2,637
-2,366
2145
$11.1K ﹤0.01%
1,746
+1,533
2146
$11.1K ﹤0.01%
106
+8
2147
$11.1K ﹤0.01%
2,446
+1,479
2148
$11.1K ﹤0.01%
+415
2149
$11.1K ﹤0.01%
961
-170
2150
$11.1K ﹤0.01%
148
+4
84 85
86
87 88