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
2626
$4.61K ﹤0.01%
250
2627
$4.61K ﹤0.01%
+189
2628
$4.57K ﹤0.01%
254
-8
2629
$4.53K ﹤0.01%
32
-14
2630
$4.51K ﹤0.01%
655
-3,582
2631
$4.5K ﹤0.01%
77
-6
2632
$4.49K ﹤0.01%
79
-8
2633
$4.48K ﹤0.01%
24
2634
$4.47K ﹤0.01%
118
-8
2635
$4.45K ﹤0.01%
100
+39
2636
$4.45K ﹤0.01%
+149
2637
$4.44K ﹤0.01%
2,086
-115
2638
$4.41K ﹤0.01%
+398
2639
$4.37K ﹤0.01%
195
-20
2640
$4.34K ﹤0.01%
95
+57
2641
$4.32K ﹤0.01%
409
+155
2642
$4.31K ﹤0.01%
124
-55
2643
$4.3K ﹤0.01%
123
2644
$4.29K ﹤0.01%
609
-302
2645
$4.28K ﹤0.01%
880
-531
2646
$4.25K ﹤0.01%
67
+2
2647
$4.25K ﹤0.01%
+371
2648
$4.22K ﹤0.01%
161
2649
$4.21K ﹤0.01%
+200
2650
$4.2K ﹤0.01%
153
+11
104 105
106
107 108