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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
2976
$1K ﹤0.01%
58
+8
2977
$1K ﹤0.01%
+81
2978
$1K ﹤0.01%
86
+47
2979
$1K ﹤0.01%
36
2980
$1K ﹤0.01%
12
2981
$1K ﹤0.01%
30
-54
2982
$1K ﹤0.01%
61
-78
2983
$1K ﹤0.01%
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+40
2984
$1K ﹤0.01%
51
-796
2985
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+13
2986
$1K ﹤0.01%
34
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2987
$1K ﹤0.01%
+60
2988
$1K ﹤0.01%
+75
2989
$1K ﹤0.01%
23
2990
$1K ﹤0.01%
119
-45
2991
$1K ﹤0.01%
+52
2992
$1K ﹤0.01%
36
-182
2993
$1K ﹤0.01%
17
+12
2994
$1K ﹤0.01%
+76
2995
$1K ﹤0.01%
13
-22
2996
$1K ﹤0.01%
375
2997
$1K ﹤0.01%
+48
2998
$1K ﹤0.01%
70
+18
2999
$1K ﹤0.01%
72
-428
3000
$1K ﹤0.01%
240
-1,215