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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
$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
3276
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-22
3277
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-4,429
3278
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0
3279
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-132
3280
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-758
3281
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0
3282
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-47
3283
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-1
3284
– –
-2,037
3285
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-50
3286
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-300
3287
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3288
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-4,000
3289
– –
-84
3290
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-69
3291
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0
3292
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-53
3293
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-1,197
3294
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3295
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-696
3296
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-790
3297
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0
3298
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-2,600
3299
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-205
3300
– –
-1,210
129 130 131
132
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