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
2576
$5.31K ﹤0.01%
222
2577
$5.31K ﹤0.01%
25
+18
2578
$5.29K ﹤0.01%
188
-128
2579
$5.28K ﹤0.01%
+109
2580
$5.26K ﹤0.01%
210
2581
$5.25K ﹤0.01%
445
-470
2582
$5.24K ﹤0.01%
178
-30
2583
$5.23K ﹤0.01%
309
2584
$5.2K ﹤0.01%
+580
2585
$5.17K ﹤0.01%
283
+134
2586
$5.16K ﹤0.01%
57
+45
2587
$5.15K ﹤0.01%
15
2588
$5.14K ﹤0.01%
72
-85
2589
$5.12K ﹤0.01%
167
+37
2590
$5.11K ﹤0.01%
106
+81
2591
$5.09K ﹤0.01%
141
+7
2592
$5.05K ﹤0.01%
+100
2593
$5.05K ﹤0.01%
51
2594
$5.04K ﹤0.01%
51
2595
$5.04K ﹤0.01%
144
-57
2596
$5.04K ﹤0.01%
102
2597
$4.98K ﹤0.01%
85
-2
2598
$4.96K ﹤0.01%
163
2599
$4.96K ﹤0.01%
181
-604
2600
$4.91K ﹤0.01%
+500
102 103
104
105 106