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
2526
$6.03K ﹤0.01%
222
2527
$6.03K ﹤0.01%
457
2528
$6.03K ﹤0.01%
413
+25
2529
$6.02K ﹤0.01%
135
+22
2530
$5.99K ﹤0.01%
130
2531
$5.96K ﹤0.01%
110
-28
2532
$5.96K ﹤0.01%
+257
2533
$5.95K ﹤0.01%
40
+17
2534
$5.95K ﹤0.01%
+466
2535
$5.95K ﹤0.01%
+328
2536
$5.93K ﹤0.01%
469
2537
$5.92K ﹤0.01%
1,135
-264
2538
$5.9K ﹤0.01%
463
+112
2539
$5.86K ﹤0.01%
242
2540
$5.86K ﹤0.01%
11,998
2541
$5.85K ﹤0.01%
+201
2542
$5.85K ﹤0.01%
759
2543
$5.85K ﹤0.01%
5,000
+2,000
2544
$5.83K ﹤0.01%
+86
2545
$5.83K ﹤0.01%
29
+15
2546
$5.81K ﹤0.01%
64
+3
2547
$5.78K ﹤0.01%
99
+82
2548
$5.76K ﹤0.01%
833
+308
2549
$5.75K ﹤0.01%
+24
2550
$5.75K ﹤0.01%
673