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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
3126
$0 ﹤0.01%
20
3127
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3128
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358
3129
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3130
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3131
– –
-628
3132
$0 ﹤0.01%
+3
3133
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3134
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22
-60
3135
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3137
$0 ﹤0.01%
16
3138
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3139
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12
3140
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3141
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3142
$0 ﹤0.01%
1
3143
$0 ﹤0.01%
11
3144
$0 ﹤0.01%
+10
3145
$0 ﹤0.01%
5
3146
– –
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3147
– –
-64
3148
– –
-1,269
3149
– –
-65
3150
– –
-2,000
124 125
126
127 128