S

SignatureFD Portfolio holdings

AUM $5.86B
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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
3,461
New
Increased
Reduced
Closed

Top Buys

1 +$62.1M
2 +$39.9M
3 +$32.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$13.9M
5
VTV icon
Vanguard Value ETF
VTV
+$13.4M

Top Sells

1 +$102M
2 +$35.9M
3 +$6.93M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.68M
5
KO icon
Coca-Cola
KO
+$3.58M

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
3151
$0 ﹤0.01%
11
3152
$0 ﹤0.01%
150
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3153
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3155
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5
3158
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3159
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3160
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3161
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3162
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3163
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3164
$0 ﹤0.01%
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3165
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3166
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3168
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3169
$0 ﹤0.01%
1,000
3170
$0 ﹤0.01%
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3171
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3172
$0 ﹤0.01%
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3173
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3174
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3175
$0 ﹤0.01%
600