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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
2426
$5K ﹤0.01%
154
+18
2427
$5K ﹤0.01%
245
+117
2428
$5K ﹤0.01%
+298
2429
$5K ﹤0.01%
50
+35
2430
$5K ﹤0.01%
53
+18
2431
$5K ﹤0.01%
41
+1
2432
$5K ﹤0.01%
78
-61
2433
$5K ﹤0.01%
33
+21
2434
$5K ﹤0.01%
102
+12
2435
$5K ﹤0.01%
79
+31
2436
$5K ﹤0.01%
800
-400
2437
$5K ﹤0.01%
74
+36
2438
$5K ﹤0.01%
204
2439
$5K ﹤0.01%
250
2440
$5K ﹤0.01%
640
-1,928
2441
$5K ﹤0.01%
277
2442
$5K ﹤0.01%
139
-433
2443
$5K ﹤0.01%
58
-13
2444
$5K ﹤0.01%
599
2445
$5K ﹤0.01%
76
2446
$5K ﹤0.01%
1,263
+500
2447
$5K ﹤0.01%
58
+3
2448
$5K ﹤0.01%
405
+139
2449
$5K ﹤0.01%
342
+133
2450
$5K ﹤0.01%
55
-55