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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,460
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$40M
3
+$35.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$15.4M
5
VTV icon
Vanguard Value ETF
VTV
+$14.4M

Top Sells

1
+$102M
2
+$38.6M
3
+$7.44M
4
VV icon
Vanguard Large-Cap ETF
VV
+$6.19M
5
KO icon
Coca-Cola
KO
+$3.61M

Sector Composition

1 Technology 6.58%
2 Financials 3.81%
3 Healthcare 3.64%
4 Consumer Discretionary 3.48%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5K ﹤0.01%
130
-11
2477
$5K ﹤0.01%
144
2478
$5K ﹤0.01%
65
+47
2479
$5K ﹤0.01%
808
+327
2480
$5K ﹤0.01%
+110
2481
$5K ﹤0.01%
208
+50
2482
$5K ﹤0.01%
146
+28
2483
$5K ﹤0.01%
283
2484
$5K ﹤0.01%
+159
2485
$5K ﹤0.01%
267
2486
$4K ﹤0.01%
68
2487
$4K ﹤0.01%
283
+83
2488
$4K ﹤0.01%
100
-27
2489
$4K ﹤0.01%
66
+47
2490
$4K ﹤0.01%
71
+35
2491
$4K ﹤0.01%
75
+2
2492
$4K ﹤0.01%
68
2493
$4K ﹤0.01%
155
+48
2494
$4K ﹤0.01%
1,054
-11,008
2495
$4K ﹤0.01%
174
+6
2496
$4K ﹤0.01%
72
2497
$4K ﹤0.01%
105
-415
2498
$4K ﹤0.01%
216
2499
$4K ﹤0.01%
+387
2500
$4K ﹤0.01%
100
98 99
100
101 102