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
2651
$4.19K ﹤0.01%
41
+6
2652
$4.17K ﹤0.01%
111
+58
2653
$4.14K ﹤0.01%
40
-47
2654
$4.13K ﹤0.01%
170
+138
2655
$4.12K ﹤0.01%
144
2656
$4.09K ﹤0.01%
+564
2657
$4.08K ﹤0.01%
228
2658
$4.04K ﹤0.01%
89
+3
2659
$4.02K ﹤0.01%
127
-187
2660
$4.01K ﹤0.01%
1,145
2661
$3.98K ﹤0.01%
101
+25
2662
$3.97K ﹤0.01%
99
-25
2663
$3.96K ﹤0.01%
380
+141
2664
$3.96K ﹤0.01%
182
2665
$3.95K ﹤0.01%
102
-627
2666
$3.95K ﹤0.01%
+2,000
2667
$3.94K ﹤0.01%
72
2668
$3.93K ﹤0.01%
150
+50
2669
$3.89K ﹤0.01%
289
+271
2670
$3.87K ﹤0.01%
602
2671
$3.87K ﹤0.01%
48
+8
2672
$3.87K ﹤0.01%
357
-385
2673
$3.86K ﹤0.01%
183
-61
2674
$3.86K ﹤0.01%
68
+7
2675
$3.85K ﹤0.01%
710
+199
105 106
107
108 109