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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
2451
$5K ﹤0.01%
984
-524
2452
$5K ﹤0.01%
+51
2453
$5K ﹤0.01%
+97
2454
$5K ﹤0.01%
179
-22
2455
$5K ﹤0.01%
347
-242
2456
$5K ﹤0.01%
156
-362
2457
$5K ﹤0.01%
36
+2
2458
$5K ﹤0.01%
221
2459
$5K ﹤0.01%
668
+265
2460
$5K ﹤0.01%
68
+5
2461
$5K ﹤0.01%
+109
2462
$5K ﹤0.01%
150
+65
2463
$5K ﹤0.01%
102
-80
2464
$5K ﹤0.01%
389
-212
2465
$5K ﹤0.01%
507
-124
2466
$5K ﹤0.01%
148
-20
2467
$5K ﹤0.01%
100
2468
$5K ﹤0.01%
30
+10
2469
$5K ﹤0.01%
86
-155
2470
$5K ﹤0.01%
456
+246
2471
$5K ﹤0.01%
692
+640
2472
$5K ﹤0.01%
6,000
2473
$5K ﹤0.01%
+2,000
2474
$5K ﹤0.01%
+3
2475
$5K ﹤0.01%
79
+50
97 98
99
100 101