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
$5.27B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$8.43M
3
+$6.1M
4
BND icon
Vanguard Total Bond Market
BND
+$4.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.95M

Top Sells

1
+$8.5M
2
+$7.91M
3
+$5.97M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.47M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.74M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.41%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.47M 0.03%
20,305
-1,236
227
$1.47M 0.03%
8,995
-433
228
$1.45M 0.03%
11,680
-885
229
$1.45M 0.03%
15,936
-1,233
230
$1.44M 0.03%
2,028
-337
231
$1.44M 0.03%
10,998
-219
232
$1.44M 0.03%
3,209
+1,298
233
$1.41M 0.03%
6,324
+659
234
$1.41M 0.03%
22,347
+667
235
$1.41M 0.03%
5,012
-54
236
$1.4M 0.03%
10,987
+9
237
$1.4M 0.03%
23,246
+384
238
$1.4M 0.03%
23,459
-4,358
239
$1.4M 0.03%
22,825
+83
240
$1.39M 0.03%
214,945
-11,758
241
$1.38M 0.03%
5,931
-240
242
$1.38M 0.03%
15,140
-45
243
$1.38M 0.03%
18,841
-181
244
$1.37M 0.03%
9,223
+347
245
$1.37M 0.03%
12,432
+714
246
$1.37M 0.03%
7,107
+39
247
$1.37M 0.03%
43,701
-409
248
$1.36M 0.03%
12,970
-133
249
$1.36M 0.03%
1,438
+81
250
$1.36M 0.03%
40,090
+8,035
8 9
10
11 12