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
2551
$5.74K ﹤0.01%
37
-7
2552
$5.73K ﹤0.01%
222
+76
2553
$5.73K ﹤0.01%
185
+54
2554
$5.67K ﹤0.01%
76
-19
2555
$5.67K ﹤0.01%
176
2556
$5.66K ﹤0.01%
86
2557
$5.61K ﹤0.01%
65
2558
$5.57K ﹤0.01%
133
+110
2559
$5.56K ﹤0.01%
468
+175
2560
$5.51K ﹤0.01%
+56
2561
$5.51K ﹤0.01%
518
+313
2562
$5.5K ﹤0.01%
181
-37
2563
$5.49K ﹤0.01%
451
2564
$5.49K ﹤0.01%
229
+2
2565
$5.49K ﹤0.01%
400
2566
$5.48K ﹤0.01%
154
2567
$5.47K ﹤0.01%
315
2568
$5.45K ﹤0.01%
95
2569
$5.42K ﹤0.01%
444
+257
2570
$5.42K ﹤0.01%
114
+56
2571
$5.41K ﹤0.01%
518
-413
2572
$5.39K ﹤0.01%
+500
2573
$5.37K ﹤0.01%
395
+75
2574
$5.35K ﹤0.01%
171
+8
2575
$5.34K ﹤0.01%
+1,200
101 102
103
104 105