S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
+$39.9M
3
+$32.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$13.9M
5
VTV icon
Vanguard Value ETF
VTV
+$13.4M

Top Sells

1
+$102M
2
+$35.9M
3
+$6.93M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.68M
5
KO icon
Coca-Cola
KO
+$3.58M

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
1276
$52K ﹤0.01%
1,888
+1,834
1277
$52K ﹤0.01%
1,095
+492
1278
$51K ﹤0.01%
783
+133
1279
$51K ﹤0.01%
358
-1
1280
$51K ﹤0.01%
768
+429
1281
$51K ﹤0.01%
1,023
-756
1282
$51K ﹤0.01%
2,304
+379
1283
$51K ﹤0.01%
927
+5
1284
$51K ﹤0.01%
1,057
1285
$51K ﹤0.01%
378
-36
1286
$51K ﹤0.01%
796
-383
1287
$51K ﹤0.01%
928
+44
1288
$50K ﹤0.01%
321
+2
1289
$50K ﹤0.01%
1,602
1290
$50K ﹤0.01%
1,000
1291
$50K ﹤0.01%
849
+73
1292
$50K ﹤0.01%
568
+352
1293
$50K ﹤0.01%
1,121
+115
1294
$50K ﹤0.01%
6,838
1295
$50K ﹤0.01%
877
1296
$50K ﹤0.01%
2,108
+2,003
1297
$50K ﹤0.01%
3,357
-680
1298
$49K ﹤0.01%
3,119
-60
1299
$49K ﹤0.01%
941
+596
1300
$49K ﹤0.01%
1,552
+186
50 51
52
53 54