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
2601
$4.91K ﹤0.01%
486
2602
$4.91K ﹤0.01%
122
2603
$4.9K ﹤0.01%
150
2604
$4.9K ﹤0.01%
+100
2605
$4.88K ﹤0.01%
741
+234
2606
$4.88K ﹤0.01%
352
-549
2607
$4.86K ﹤0.01%
653
2608
$4.84K ﹤0.01%
132
-28
2609
$4.84K ﹤0.01%
+246
2610
$4.83K ﹤0.01%
1,653
+243
2611
$4.79K ﹤0.01%
362
-302
2612
$4.79K ﹤0.01%
+160
2613
$4.78K ﹤0.01%
281
+235
2614
$4.78K ﹤0.01%
85
2615
$4.78K ﹤0.01%
541
+114
2616
$4.76K ﹤0.01%
62
+20
2617
$4.73K ﹤0.01%
+393
2618
$4.73K ﹤0.01%
682
-1,045
2619
$4.72K ﹤0.01%
286
+69
2620
$4.72K ﹤0.01%
+1,000
2621
$4.7K ﹤0.01%
+400
2622
$4.64K ﹤0.01%
248
2623
$4.64K ﹤0.01%
287
-12
2624
$4.64K ﹤0.01%
145
2625
$4.63K ﹤0.01%
+616
103 104
105
106 107