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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
3426
– –
-1,028
3427
– –
-130
3428
$0 ﹤0.01%
+6
3429
$0 ﹤0.01%
+7
3430
– –
-20
3431
$0 ﹤0.01%
5
-170
3432
$0 ﹤0.01%
6
-44
3433
– –
-52,619
3434
– –
-2,500
3435
$0 ﹤0.01%
14
-184
3436
– –
-10
3437
$0 ﹤0.01%
24
-2
3438
$0 ﹤0.01%
+14
3439
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3440
$0 ﹤0.01%
40
-62
3441
– –
-33
3442
– –
-346
3443
– –
-116
3444
$0 ﹤0.01%
15
+5
3445
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-3,120
3446
– –
-317
3447
$0 ﹤0.01%
17
-481
3448
– –
-665
3449
$0 ﹤0.01%
48
-1,253
3450
– –
-2,200
135 136 137
138
139