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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
$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
3201
– –
-78
3202
$0 ﹤0.01%
5
3203
– –
-42
3204
– –
-3
3205
$0 ﹤0.01%
+10
3206
– –
-61
3207
– –
-7,700
3208
$0 ﹤0.01%
+34
3209
– –
-63
3210
– –
-6
3211
– –
-103
3212
– –
-1,002
3213
$0 ﹤0.01%
5
-48
3214
$0 ﹤0.01%
51
3215
– –
-100
3216
– –
-3
3217
– –
-71
3218
– –
-22,969
3219
– –
-12,717
3220
– –
-424
3221
– –
-13
3222
$0 ﹤0.01%
37
-141
3223
– –
-3,343
3224
– –
0
3225
$0 ﹤0.01%
6
127 128
129
130 131