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
2726
$3.29K ﹤0.01%
79
-93
2727
$3.27K ﹤0.01%
650
2728
$3.26K ﹤0.01%
115
2729
$3.26K ﹤0.01%
+443
2730
$3.25K ﹤0.01%
138
-129
2731
$3.23K ﹤0.01%
+170
2732
$3.22K ﹤0.01%
410
+235
2733
$3.21K ﹤0.01%
133
-73
2734
$3.18K ﹤0.01%
70
+1
2735
$3.18K ﹤0.01%
1,447
-1,153
2736
$3.17K ﹤0.01%
110
2737
$3.16K ﹤0.01%
+132
2738
$3.16K ﹤0.01%
+191
2739
$3.15K ﹤0.01%
326
2740
$3.15K ﹤0.01%
68
-39
2741
$3.14K ﹤0.01%
117
-136
2742
$3.13K ﹤0.01%
122
-8
2743
$3.13K ﹤0.01%
35
-136
2744
$3.13K ﹤0.01%
79
+38
2745
$3.11K ﹤0.01%
36
+9
2746
$3.1K ﹤0.01%
140
+40
2747
$3.09K ﹤0.01%
306
-448
2748
$3.06K ﹤0.01%
91
-4
2749
$3.06K ﹤0.01%
33
2750
$3.03K ﹤0.01%
1,500
-1,135
108 109
110
111 112