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
$3.84B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,368
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$13M
3
+$9.99M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.08M
5
AFL icon
Aflac
AFL
+$2.82M

Top Sells

1
+$75.7M
2
+$49.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 3.91%
3 Financials 3.88%
4 Healthcare 3.57%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$6.31K ﹤0.01%
313
-235
2402
$6.3K ﹤0.01%
170
-44
2403
$6.3K ﹤0.01%
31
2404
$6.29K ﹤0.01%
105
2405
$6.27K ﹤0.01%
113
2406
$6.25K ﹤0.01%
62
-67
2407
$6.24K ﹤0.01%
78
-9
2408
$6.23K ﹤0.01%
200
2409
$6.21K ﹤0.01%
104
2410
$6.2K ﹤0.01%
300
2411
$6.19K ﹤0.01%
94
+44
2412
$6.1K ﹤0.01%
115
-83
2413
$6.08K ﹤0.01%
136
+12
2414
$6.06K ﹤0.01%
160
2415
$6.04K ﹤0.01%
427
+214
2416
$6.03K ﹤0.01%
165
2417
$6K ﹤0.01%
100
-18
2418
$6K ﹤0.01%
157
2419
$5.99K ﹤0.01%
62
+22
2420
$5.98K ﹤0.01%
1,104
2421
$5.98K ﹤0.01%
67
-142
2422
$5.96K ﹤0.01%
303
2423
$5.96K ﹤0.01%
113
2424
$5.95K ﹤0.01%
206
-87
2425
$5.94K ﹤0.01%
57
-582
95 96
97
98 99