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
2426
$1K ﹤0.01%
60
+19
2427
$1K ﹤0.01%
3
2428
$1K ﹤0.01%
+13
2429
$1K ﹤0.01%
120
-30
2430
$1K ﹤0.01%
+52
2431
$1K ﹤0.01%
64
+37
2432
$1K ﹤0.01%
20
2433
$1K ﹤0.01%
25
+5
2434
$1K ﹤0.01%
57
-1,238
2435
$1K ﹤0.01%
19
-15
2436
$1K ﹤0.01%
71
2437
$1K ﹤0.01%
+45
2438
$1K ﹤0.01%
+20
2439
$1K ﹤0.01%
23
+9
2440
$1K ﹤0.01%
+27
2441
$1K ﹤0.01%
+54
2442
$1K ﹤0.01%
+110
2443
$1K ﹤0.01%
+9
2444
$1K ﹤0.01%
+55
2445
$1K ﹤0.01%
+41
2446
$1K ﹤0.01%
27
2447
$1K ﹤0.01%
+38
2448
$1K ﹤0.01%
+77
2449
$1K ﹤0.01%
24
+21
2450
$1K ﹤0.01%
39
96 97
98
99 100