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
2301
$2K ﹤0.01%
114
2302
$2K ﹤0.01%
54
2303
$2K ﹤0.01%
71
2304
$2K ﹤0.01%
111
+31
2305
$2K ﹤0.01%
66
2306
$2K ﹤0.01%
37
+10
2307
$2K ﹤0.01%
255
-394
2308
$2K ﹤0.01%
10
2309
$2K ﹤0.01%
2
2310
$2K ﹤0.01%
44
2311
$2K ﹤0.01%
+139
2312
$2K ﹤0.01%
92
+26
2313
$2K ﹤0.01%
170
-137
2314
$2K ﹤0.01%
572
2315
$2K ﹤0.01%
14
2316
$2K ﹤0.01%
37
2317
$2K ﹤0.01%
59
2318
$1K ﹤0.01%
22
2319
$1K ﹤0.01%
+76
2320
$1K ﹤0.01%
54
+20
2321
$1K ﹤0.01%
+15
2322
$1K ﹤0.01%
76
-121
2323
$1K ﹤0.01%
36
+13
2324
$1K ﹤0.01%
30
2325
$1K ﹤0.01%
+9
91 92
93
94 95