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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
3051
$1K ﹤0.01%
797
-1,531
3052
$1K ﹤0.01%
74
-276
3053
$1K ﹤0.01%
+37
3054
$1K ﹤0.01%
88
+7
3055
$1K ﹤0.01%
+40
3056
$1K ﹤0.01%
25
3057
$1K ﹤0.01%
20
3058
$1K ﹤0.01%
+54
3059
$1K ﹤0.01%
296
-222
3060
$1K ﹤0.01%
+26
3061
$1K ﹤0.01%
+59
3062
$1K ﹤0.01%
33
3063
$1K ﹤0.01%
31
-176
3064
$1K ﹤0.01%
68
-33
3065
$1K ﹤0.01%
+13
3066
$1K ﹤0.01%
52
-156
3067
– –
-10,893
3068
– –
-231
3069
– –
-40
3070
– –
-10
3071
– –
-319
3072
$0 ﹤0.01%
9
3073
– –
-100
3074
– –
-2,140
3075
– –
-19,200
121 122
123
124 125