We are live on ! Find out more
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
2701
$2K ﹤0.01%
76
-23
2702
$2K ﹤0.01%
141
+69
2703
$2K ﹤0.01%
295
+173
2704
$2K ﹤0.01%
2
2705
$2K ﹤0.01%
199
+169
2706
$2K ﹤0.01%
214
+39
2707
$2K ﹤0.01%
19
2708
$2K ﹤0.01%
104
+11
2709
$2K ﹤0.01%
+18
2710
$2K ﹤0.01%
218
-231
2711
$2K ﹤0.01%
27
2712
$2K ﹤0.01%
109
+24
2713
$2K ﹤0.01%
+100
2714
$2K ﹤0.01%
+100
2715
$2K ﹤0.01%
218
+48
2716
$2K ﹤0.01%
399
2717
$2K ﹤0.01%
135
+18
2718
$2K ﹤0.01%
67
+18
2719
$2K ﹤0.01%
+75
2720
$2K ﹤0.01%
31
+5
2721
$2K ﹤0.01%
73
-226
2722
$2K ﹤0.01%
198
2723
$2K ﹤0.01%
+85
2724
$2K ﹤0.01%
55
-18
2725
$2K ﹤0.01%
400
107 108
109
110 111