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
2501
$6.5K ﹤0.01%
718
2502
$6.5K ﹤0.01%
125
+25
2503
$6.49K ﹤0.01%
257
+124
2504
$6.45K ﹤0.01%
277
-37
2505
$6.43K ﹤0.01%
+277
2506
$6.41K ﹤0.01%
460
+96
2507
$6.4K ﹤0.01%
360
+235
2508
$6.37K ﹤0.01%
172
+9
2509
$6.35K ﹤0.01%
+520
2510
$6.3K ﹤0.01%
533
+107
2511
$6.27K ﹤0.01%
147
+3
2512
$6.25K ﹤0.01%
67
+4
2513
$6.23K ﹤0.01%
588
-2,582
2514
$6.23K ﹤0.01%
661
+425
2515
$6.22K ﹤0.01%
324
+21
2516
$6.2K ﹤0.01%
88
2517
$6.19K ﹤0.01%
357
2518
$6.19K ﹤0.01%
178
-144
2519
$6.18K ﹤0.01%
528
+396
2520
$6.17K ﹤0.01%
293
-5
2521
$6.16K ﹤0.01%
250
2522
$6.09K ﹤0.01%
716
-366
2523
$6.08K ﹤0.01%
+130
2524
$6.05K ﹤0.01%
162
+3
2525
$6.04K ﹤0.01%
+30
99 100
101
102 103