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
$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
+$8.43M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.97M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$7.08M

Top Sells

1
+$8.08M
2
+$4.01M
3
+$3.03M
4
ABT icon
Abbott
ABT
+$2.73M
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
2151
$2K ﹤0.01%
+357
2152
$2K ﹤0.01%
+22
2153
$2K ﹤0.01%
55
+12
2154
$2K ﹤0.01%
219
+19
2155
$2K ﹤0.01%
26
2156
$2K ﹤0.01%
26
+1
2157
$2K ﹤0.01%
40
2158
$2K ﹤0.01%
39
-27
2159
$2K ﹤0.01%
+142
2160
$2K ﹤0.01%
98
-37
2161
$2K ﹤0.01%
2,116
2162
$2K ﹤0.01%
118
2163
$2K ﹤0.01%
+300
2164
$2K ﹤0.01%
99
-50
2165
$2K ﹤0.01%
+198
2166
$2K ﹤0.01%
703
2167
$2K ﹤0.01%
112
2168
$2K ﹤0.01%
92
2169
$2K ﹤0.01%
+312
2170
$2K ﹤0.01%
+300
2171
$2K ﹤0.01%
65
2172
$2K ﹤0.01%
59
2173
$2K ﹤0.01%
37
2174
$2K ﹤0.01%
14
2175
$2K ﹤0.01%
572
85 86
87
88 89