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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
$4.92B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,305
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$18.5M
3
+$12.2M
4
MSFT icon
Microsoft
MSFT
+$11.8M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.79M

Top Sells

1
+$10.4M
2
+$9.43M
3
+$4.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.17M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.03M

Sector Composition

1 Technology 9.83%
2 Financials 4.07%
3 Consumer Discretionary 3.82%
4 Healthcare 3.31%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
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-20
3152
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-120
3153
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3154
– –
-2,779
3155
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-2,000
3156
– –
-1,006
3157
– –
-42
3158
– –
-668
3159
– –
-30
3160
– –
-30
3161
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-32
3162
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-43
3163
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-100
3164
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-500
3165
– –
-27
3166
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-150
3167
– –
-200
3168
– –
-26
3169
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-168
3170
– –
-11
3171
– –
-12
3172
– –
-61
3173
– –
-1,200
3174
– –
-1,323
3175
– –
-2,198
125 126
127
128 129