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
1576
$29K ﹤0.01%
1,700
1577
$29K ﹤0.01%
883
-204
1578
$29K ﹤0.01%
600
1579
$29K ﹤0.01%
737
+435
1580
$29K ﹤0.01%
352
1581
$29K ﹤0.01%
1,320
+911
1582
$29K ﹤0.01%
2,500
+600
1583
$29K ﹤0.01%
436
+209
1584
$29K ﹤0.01%
+1,190
1585
$29K ﹤0.01%
107
+2
1586
$29K ﹤0.01%
400
1587
$29K ﹤0.01%
587
1588
$29K ﹤0.01%
725
1589
$29K ﹤0.01%
1,958
+212
1590
$29K ﹤0.01%
2,593
+2,271
1591
$29K ﹤0.01%
1,128
-79
1592
$29K ﹤0.01%
1,242
-2,154
1593
$29K ﹤0.01%
485
+177
1594
$29K ﹤0.01%
293
-10
1595
$29K ﹤0.01%
908
-263
1596
$29K ﹤0.01%
512
+61
1597
$29K ﹤0.01%
1,197
+100
1598
$28K ﹤0.01%
720
-61
1599
$28K ﹤0.01%
3,422
1600
$28K ﹤0.01%
834
+5
62 63
64
65 66