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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
2176
$2K ﹤0.01%
431
2177
$2K ﹤0.01%
76
-53
2178
$2K ﹤0.01%
62
+32
2179
$2K ﹤0.01%
32
-35
2180
$2K ﹤0.01%
70
+62
2181
$2K ﹤0.01%
+31
2182
$2K ﹤0.01%
+487
2183
$2K ﹤0.01%
17
+2
2184
$2K ﹤0.01%
+525
2185
$2K ﹤0.01%
175
2186
$2K ﹤0.01%
17
2187
$2K ﹤0.01%
181
-135
2188
$2K ﹤0.01%
169
+77
2189
$2K ﹤0.01%
107
2190
$2K ﹤0.01%
+42
2191
$2K ﹤0.01%
29
-30
2192
$2K ﹤0.01%
142
2193
$2K ﹤0.01%
+100
2194
$2K ﹤0.01%
17
2195
$2K ﹤0.01%
37
-28
2196
$2K ﹤0.01%
+54
2197
$2K ﹤0.01%
88
-74
2198
$2K ﹤0.01%
23
-30
2199
$2K ﹤0.01%
+45
2200
$2K ﹤0.01%
58
86 87
88
89 90