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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
3001
$1K ﹤0.01%
33
-92
3002
$1K ﹤0.01%
+39
3003
$1K ﹤0.01%
+257
3004
$1K ﹤0.01%
114
+40
3005
$1K ﹤0.01%
3
3006
$1K ﹤0.01%
+34
3007
$1K ﹤0.01%
+25
3008
$1K ﹤0.01%
8
-29
3009
$1K ﹤0.01%
11
3010
$1K ﹤0.01%
27
-23
3011
$1K ﹤0.01%
772
-355
3012
$1K ﹤0.01%
30
+1
3013
$1K ﹤0.01%
10
+6
3014
– –
0
3015
$1K ﹤0.01%
11
3016
$1K ﹤0.01%
21
3017
$1K ﹤0.01%
+45
3018
$1K ﹤0.01%
79
-293
3019
$1K ﹤0.01%
42
3020
$1K ﹤0.01%
5
3021
$1K ﹤0.01%
50
3022
$1K ﹤0.01%
9
-43
3023
$1K ﹤0.01%
38
-84
3024
$1K ﹤0.01%
90
-5,000
3025
$1K ﹤0.01%
50
-55
119 120
121
122 123