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
2851
$2.05K ﹤0.01%
48
2852
$2.04K ﹤0.01%
11
-9
2853
$2.04K ﹤0.01%
310
-129
2854
$2.04K ﹤0.01%
71
2855
$2.03K ﹤0.01%
8
2856
$2.03K ﹤0.01%
47
2857
$2.03K ﹤0.01%
14
2858
$2.02K ﹤0.01%
28
2859
$2.02K ﹤0.01%
45
2860
$2K ﹤0.01%
19
2861
$2K ﹤0.01%
431
+86
2862
$2K ﹤0.01%
28
+16
2863
$1.99K ﹤0.01%
110
+74
2864
$1.98K ﹤0.01%
198
-27
2865
$1.97K ﹤0.01%
128
-58
2866
$1.97K ﹤0.01%
90
-824
2867
$1.97K ﹤0.01%
1,184
-35,460
2868
$1.96K ﹤0.01%
94
-11
2869
$1.96K ﹤0.01%
+139
2870
$1.95K ﹤0.01%
60
2871
$1.95K ﹤0.01%
300
2872
$1.95K ﹤0.01%
106
+2
2873
$1.94K ﹤0.01%
524
2874
$1.93K ﹤0.01%
39
2875
$1.93K ﹤0.01%
587
+57
113 114
115
116 117