S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
2451
$1K ﹤0.01%
31
-79
2452
$1K ﹤0.01%
+15
2453
$1K ﹤0.01%
+8
2454
$1K ﹤0.01%
380
2455
$1K ﹤0.01%
62
+9
2456
$1K ﹤0.01%
+43
2457
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+42
2458
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24
2459
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31
+3
2460
$1K ﹤0.01%
50
2461
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39
2462
$1K ﹤0.01%
+126
2463
$1K ﹤0.01%
+47
2464
$1K ﹤0.01%
+85
2465
$1K ﹤0.01%
+30
2466
$1K ﹤0.01%
14
2467
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15
2468
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20
2469
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31
2470
$1K ﹤0.01%
61
-103
2471
$1K ﹤0.01%
+94
2472
$1K ﹤0.01%
61
-30
2473
$1K ﹤0.01%
+39
2474
$1K ﹤0.01%
38
+37
2475
$1K ﹤0.01%
10
97 98
99
100 101