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
2676
$3.85K ﹤0.01%
175
2677
$3.81K ﹤0.01%
27
-13
2678
$3.81K ﹤0.01%
+400
2679
$3.81K ﹤0.01%
753
-21
2680
$3.81K ﹤0.01%
28
2681
$3.79K ﹤0.01%
97
2682
$3.79K ﹤0.01%
88
2683
$3.78K ﹤0.01%
+447
2684
$3.75K ﹤0.01%
620
-695
2685
$3.74K ﹤0.01%
286
+121
2686
$3.73K ﹤0.01%
35
+11
2687
$3.69K ﹤0.01%
144
-59
2688
$3.68K ﹤0.01%
155
-10
2689
$3.66K ﹤0.01%
+36
2690
$3.65K ﹤0.01%
196
-68
2691
$3.65K ﹤0.01%
75
2692
$3.63K ﹤0.01%
114
2693
$3.62K ﹤0.01%
+100
2694
$3.61K ﹤0.01%
300
2695
$3.58K ﹤0.01%
607
-1,924
2696
$3.56K ﹤0.01%
66
-130
2697
$3.56K ﹤0.01%
90
2698
$3.56K ﹤0.01%
99
-32
2699
$3.55K ﹤0.01%
607
+35
2700
$3.55K ﹤0.01%
51
106 107
108
109 110