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
1476
$36K ﹤0.01%
6,979
-11,519
1477
$36K ﹤0.01%
+7,500
1478
$36K ﹤0.01%
3,556
+556
1479
$36K ﹤0.01%
3,479
+2,204
1480
$35K ﹤0.01%
352
-455
1481
$35K ﹤0.01%
2,520
+520
1482
$35K ﹤0.01%
425
+217
1483
$35K ﹤0.01%
260
1484
$35K ﹤0.01%
2,655
+705
1485
$35K ﹤0.01%
566
-425
1486
$35K ﹤0.01%
2,955
1487
$35K ﹤0.01%
513
+209
1488
$35K ﹤0.01%
545
+17
1489
$35K ﹤0.01%
4,250
1490
$35K ﹤0.01%
1,195
-1,638
1491
$35K ﹤0.01%
410
+94
1492
$35K ﹤0.01%
2,098
-4,949
1493
$34K ﹤0.01%
6,372
+4,041
1494
$34K ﹤0.01%
568
+527
1495
$34K ﹤0.01%
1,370
-52
1496
$34K ﹤0.01%
604
+133
1497
$34K ﹤0.01%
4,593
-60
1498
$34K ﹤0.01%
1,995
+999
1499
$34K ﹤0.01%
366
+238
1500
$34K ﹤0.01%
759
-633
58 59
60
61 62