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
2451
$5.47K ﹤0.01%
+773
2452
$5.47K ﹤0.01%
+604
2453
$5.44K ﹤0.01%
200
2454
$5.44K ﹤0.01%
365
2455
$5.41K ﹤0.01%
32
+18
2456
$5.41K ﹤0.01%
361
+321
2457
$5.41K ﹤0.01%
397
2458
$5.37K ﹤0.01%
170
2459
$5.35K ﹤0.01%
60
-205
2460
$5.35K ﹤0.01%
542
+398
2461
$5.33K ﹤0.01%
235
2462
$5.29K ﹤0.01%
764
-715
2463
$5.29K ﹤0.01%
294
+257
2464
$5.27K ﹤0.01%
200
-14
2465
$5.27K ﹤0.01%
2,636
+500
2466
$5.27K ﹤0.01%
225
-27
2467
$5.24K ﹤0.01%
233
-327
2468
$5.22K ﹤0.01%
163
+86
2469
$5.22K ﹤0.01%
100
2470
$5.21K ﹤0.01%
187
+35
2471
$5.21K ﹤0.01%
119
2472
$5.2K ﹤0.01%
125
2473
$5.18K ﹤0.01%
1,962
+572
2474
$5.18K ﹤0.01%
326
-121
2475
$5.17K ﹤0.01%
113
+50
97 98
99
100 101