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
2351
$1K ﹤0.01%
74
-49
2352
$1K ﹤0.01%
12
2353
$1K ﹤0.01%
66
+27
2354
$1K ﹤0.01%
57
-13
2355
$1K ﹤0.01%
15
2356
$1K ﹤0.01%
+5
2357
$1K ﹤0.01%
127
2358
$1K ﹤0.01%
464
+266
2359
$1K ﹤0.01%
+17
2360
$1K ﹤0.01%
35
+14
2361
$1K ﹤0.01%
9
+3
2362
$1K ﹤0.01%
+25
2363
$1K ﹤0.01%
+14
2364
$1K ﹤0.01%
500
2365
$1K ﹤0.01%
23
2366
$1K ﹤0.01%
+36
2367
$1K ﹤0.01%
+317
2368
$1K ﹤0.01%
+47
2369
$1K ﹤0.01%
+103
2370
$1K ﹤0.01%
83
-75
2371
$1K ﹤0.01%
37
2372
$1K ﹤0.01%
23
2373
$1K ﹤0.01%
38
2374
$1K ﹤0.01%
+8
2375
$1K ﹤0.01%
53
+12
93 94
95
96 97