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
251
$1.35M 0.03%
7,363
+627
252
$1.35M 0.03%
2,910
+46
253
$1.33M 0.03%
3,120
+2
254
$1.32M 0.03%
12,518
-2,129
255
$1.32M 0.03%
2,483
+12
256
$1.32M 0.03%
9,768
-1,928
257
$1.32M 0.03%
22,436
+2,734
258
$1.32M 0.03%
289,356
+999
259
$1.31M 0.02%
8,459
+487
260
$1.31M 0.02%
14,432
+188
261
$1.3M 0.02%
31,293
+5,199
262
$1.3M 0.02%
9,295
-1,167
263
$1.3M 0.02%
3,056
-8
264
$1.3M 0.02%
4,926
-237
265
$1.3M 0.02%
10,297
+550
266
$1.29M 0.02%
7,461
+152
267
$1.29M 0.02%
135,095
+12,028
268
$1.28M 0.02%
41,575
-1,759
269
$1.28M 0.02%
7,965
+416
270
$1.28M 0.02%
57,269
271
$1.26M 0.02%
33,437
+7,427
272
$1.26M 0.02%
1,194
+14
273
$1.25M 0.02%
18,365
+86
274
$1.25M 0.02%
8,930
+201
275
$1.25M 0.02%
10,526
-60
9 10
11
12 13