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
2376
$1K ﹤0.01%
30
-8
2377
$1K ﹤0.01%
307
+107
2378
$1K ﹤0.01%
53
-44
2379
$1K ﹤0.01%
+91
2380
$1K ﹤0.01%
+12
2381
$1K ﹤0.01%
98
+23
2382
$1K ﹤0.01%
283
2383
$1K ﹤0.01%
64
2384
$1K ﹤0.01%
37
-44
2385
$1K ﹤0.01%
2,371
2386
$1K ﹤0.01%
+34
2387
$1K ﹤0.01%
+28
2388
$1K ﹤0.01%
+53
2389
$1K ﹤0.01%
390
-500
2390
$1K ﹤0.01%
+127
2391
$1K ﹤0.01%
+120
2392
$1K ﹤0.01%
126
-323
2393
$1K ﹤0.01%
50
2394
$1K ﹤0.01%
138
2395
$1K ﹤0.01%
98
-239
2396
$1K ﹤0.01%
177
2397
$1K ﹤0.01%
+23
2398
$1K ﹤0.01%
+7
2399
$1K ﹤0.01%
91
-1,906
2400
$1K ﹤0.01%
+153
94 95
96
97 98