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
2801
$2.44K ﹤0.01%
33
2802
$2.44K ﹤0.01%
57
2803
$2.43K ﹤0.01%
26
2804
$2.43K ﹤0.01%
+156
2805
$2.42K ﹤0.01%
+600
2806
$2.41K ﹤0.01%
50
2807
$2.41K ﹤0.01%
+415
2808
$2.39K ﹤0.01%
201
-2,325
2809
$2.38K ﹤0.01%
96
+26
2810
$2.38K ﹤0.01%
679
2811
$2.37K ﹤0.01%
59
2812
$2.35K ﹤0.01%
46
2813
$2.35K ﹤0.01%
58
2814
$2.35K ﹤0.01%
54
+1
2815
$2.35K ﹤0.01%
547
2816
$2.34K ﹤0.01%
91
2817
$2.34K ﹤0.01%
1,708
-236
2818
$2.34K ﹤0.01%
+569
2819
$2.34K ﹤0.01%
124
-45
2820
$2.31K ﹤0.01%
132
2821
$2.31K ﹤0.01%
167
-91
2822
$2.3K ﹤0.01%
+412
2823
$2.29K ﹤0.01%
76
+44
2824
$2.28K ﹤0.01%
62
2825
$2.28K ﹤0.01%
+1,000
111 112
113
114 115