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
2826
$2.28K ﹤0.01%
129
-1,080
2827
$2.27K ﹤0.01%
29
-1
2828
$2.25K ﹤0.01%
79
2829
$2.24K ﹤0.01%
235
-62
2830
$2.23K ﹤0.01%
16
2831
$2.22K ﹤0.01%
241
+203
2832
$2.22K ﹤0.01%
247
+68
2833
$2.21K ﹤0.01%
134
2834
$2.2K ﹤0.01%
95
-185
2835
$2.18K ﹤0.01%
+100
2836
$2.15K ﹤0.01%
226
2837
$2.15K ﹤0.01%
214
-75
2838
$2.15K ﹤0.01%
+276
2839
$2.14K ﹤0.01%
35
2840
$2.14K ﹤0.01%
52
2841
$2.14K ﹤0.01%
37
-218
2842
$2.13K ﹤0.01%
265
-822
2843
$2.12K ﹤0.01%
32
-7
2844
$2.1K ﹤0.01%
38
2845
$2.08K ﹤0.01%
376
+53
2846
$2.08K ﹤0.01%
49
-21
2847
$2.08K ﹤0.01%
52
-23
2848
$2.07K ﹤0.01%
394
2849
$2.06K ﹤0.01%
47
-6
2850
$2.06K ﹤0.01%
1,003
112 113
114
115 116