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
2751
$3K ﹤0.01%
1,126
-537
2752
$2.96K ﹤0.01%
25
2753
$2.92K ﹤0.01%
209
+9
2754
$2.9K ﹤0.01%
53
2755
$2.89K ﹤0.01%
+652
2756
$2.87K ﹤0.01%
107
2757
$2.86K ﹤0.01%
75
-90
2758
$2.86K ﹤0.01%
352
-28
2759
$2.85K ﹤0.01%
70
-146
2760
$2.8K ﹤0.01%
64
2761
$2.79K ﹤0.01%
+149
2762
$2.79K ﹤0.01%
365
-431
2763
$2.77K ﹤0.01%
162
-32
2764
$2.77K ﹤0.01%
64
-38
2765
$2.75K ﹤0.01%
89
2766
$2.75K ﹤0.01%
124
+16
2767
$2.73K ﹤0.01%
1,235
-500
2768
$2.71K ﹤0.01%
100
2769
$2.71K ﹤0.01%
14
2770
$2.71K ﹤0.01%
89
+48
2771
$2.69K ﹤0.01%
191
-207
2772
$2.68K ﹤0.01%
152
-56
2773
$2.68K ﹤0.01%
+271
2774
$2.67K ﹤0.01%
118
-191
2775
$2.66K ﹤0.01%
141
+56
109 110
111
112 113