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
2476
$7K ﹤0.01%
300
+200
2477
$7K ﹤0.01%
187
+14
2478
$6.94K ﹤0.01%
226
-16
2479
$6.91K ﹤0.01%
100
-23
2480
$6.91K ﹤0.01%
106
2481
$6.89K ﹤0.01%
357
+15
2482
$6.86K ﹤0.01%
628
2483
$6.8K ﹤0.01%
144
2484
$6.76K ﹤0.01%
104
2485
$6.74K ﹤0.01%
73
-12
2486
$6.74K ﹤0.01%
286
-13
2487
$6.72K ﹤0.01%
482
+335
2488
$6.71K ﹤0.01%
98
-140
2489
$6.7K ﹤0.01%
1,646
+1,499
2490
$6.68K ﹤0.01%
399
-13
2491
$6.67K ﹤0.01%
296
+13
2492
$6.64K ﹤0.01%
50
-32
2493
$6.63K ﹤0.01%
357
+345
2494
$6.62K ﹤0.01%
+440
2495
$6.61K ﹤0.01%
200
2496
$6.58K ﹤0.01%
359
-1,442
2497
$6.57K ﹤0.01%
3,796
-866
2498
$6.55K ﹤0.01%
161
-2
2499
$6.54K ﹤0.01%
1,331
+182
2500
$6.53K ﹤0.01%
340
-119
98 99
100
101 102