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
2776
$2.65K ﹤0.01%
167
-38
2777
$2.65K ﹤0.01%
111
2778
$2.64K ﹤0.01%
57
2779
$2.63K ﹤0.01%
287
+266
2780
$2.63K ﹤0.01%
213
2781
$2.63K ﹤0.01%
152
2782
$2.62K ﹤0.01%
1,003
+484
2783
$2.62K ﹤0.01%
28
-36
2784
$2.61K ﹤0.01%
43
+14
2785
$2.6K ﹤0.01%
541
+376
2786
$2.58K ﹤0.01%
75
2787
$2.58K ﹤0.01%
61
2788
$2.58K ﹤0.01%
190
2789
$2.57K ﹤0.01%
572
2790
$2.56K ﹤0.01%
10
2791
$2.56K ﹤0.01%
+37
2792
$2.54K ﹤0.01%
46
2793
$2.54K ﹤0.01%
82
2794
$2.52K ﹤0.01%
110
2795
$2.5K ﹤0.01%
294
+44
2796
$2.49K ﹤0.01%
+212
2797
$2.46K ﹤0.01%
+51
2798
$2.46K ﹤0.01%
58
2799
$2.46K ﹤0.01%
23
2800
$2.45K ﹤0.01%
1,872
110 111
112
113 114