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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
3326
– –
0
3327
– –
-992
3328
$0 ﹤0.01%
5
-749
3329
$0 ﹤0.01%
+3
3330
– –
0
3331
– –
-2,250
3332
$0 ﹤0.01%
94
-764
3333
$0 ﹤0.01%
2
+1
3334
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-15
3335
$0 ﹤0.01%
25
3336
$0 ﹤0.01%
9
-143
3337
– –
-108
3338
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-20
3339
– –
-333
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– –
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$0 ﹤0.01%
1
3342
$0 ﹤0.01%
10
-142
3343
$0 ﹤0.01%
250
3344
– –
-7,858
3345
– –
-2,206
3346
$0 ﹤0.01%
2
3347
$0 ﹤0.01%
+10
3348
– –
-2,101
3349
$0 ﹤0.01%
+319
3350
$0 ﹤0.01%
10
-9
132 133
134
135 136