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
2701
$3.54K ﹤0.01%
105
-300
2702
$3.53K ﹤0.01%
985
+74
2703
$3.52K ﹤0.01%
1,119
2704
$3.51K ﹤0.01%
67
-143
2705
$3.49K ﹤0.01%
24
2706
$3.48K ﹤0.01%
+40
2707
$3.47K ﹤0.01%
113
+60
2708
$3.47K ﹤0.01%
42
2709
$3.47K ﹤0.01%
947
+174
2710
$3.47K ﹤0.01%
98
2711
$3.46K ﹤0.01%
208
-1,469
2712
$3.43K ﹤0.01%
120
2713
$3.42K ﹤0.01%
614
+73
2714
$3.41K ﹤0.01%
108
2715
$3.41K ﹤0.01%
90
2716
$3.39K ﹤0.01%
112
-68
2717
$3.38K ﹤0.01%
60
-48
2718
$3.38K ﹤0.01%
292
2719
$3.36K ﹤0.01%
+141
2720
$3.35K ﹤0.01%
27
2721
$3.33K ﹤0.01%
32
2722
$3.33K ﹤0.01%
114
-55
2723
$3.31K ﹤0.01%
+30
2724
$3.31K ﹤0.01%
237
+218
2725
$3.29K ﹤0.01%
25
107 108
109
110 111