S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
3,461
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
2351
$6K ﹤0.01%
35
+10
2352
$6K ﹤0.01%
118
+18
2353
$6K ﹤0.01%
+178
2354
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888
2355
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53
2356
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494
2357
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500
2358
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729
-3,223
2359
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192
2360
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207
+7
2361
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128
+10
2362
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75
-6
2363
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214
+84
2364
$6K ﹤0.01%
27
-32
2365
$6K ﹤0.01%
656
+85
2366
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261
+76
2367
$6K ﹤0.01%
423
-97
2368
$6K ﹤0.01%
201
2369
$6K ﹤0.01%
162
+129
2370
$6K ﹤0.01%
+205
2371
$6K ﹤0.01%
196
+44
2372
$6K ﹤0.01%
2,100
2373
$6K ﹤0.01%
622
+387
2374
$6K ﹤0.01%
645
2375
$6K ﹤0.01%
200
+100