We are live on ! Find out more
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
2151
$2K ﹤0.01%
207
+97
2152
$2K ﹤0.01%
91
2153
$2K ﹤0.01%
235
+117
2154
$2K ﹤0.01%
73
-123
2155
$2K ﹤0.01%
92
+82
2156
$2K ﹤0.01%
45
2157
$2K ﹤0.01%
65
2158
$2K ﹤0.01%
+103
2159
$2K ﹤0.01%
117
-543
2160
$2K ﹤0.01%
29
-9
2161
$2K ﹤0.01%
+123
2162
$2K ﹤0.01%
+16
2163
$2K ﹤0.01%
+778
2164
$2K ﹤0.01%
+50
2165
$2K ﹤0.01%
+312
2166
$2K ﹤0.01%
92
2167
$2K ﹤0.01%
112
2168
$2K ﹤0.01%
703
2169
$2K ﹤0.01%
99
-50
2170
$2K ﹤0.01%
118
2171
$2K ﹤0.01%
328
-150
2172
$2K ﹤0.01%
+22
2173
$2K ﹤0.01%
269
-100
2174
$2K ﹤0.01%
+825
2175
$2K ﹤0.01%
57
+50
85 86
87
88 89