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
2876
$1.91K ﹤0.01%
45
+1
2877
$1.91K ﹤0.01%
30
2878
$1.91K ﹤0.01%
+246
2879
$1.91K ﹤0.01%
236
-39
2880
$1.9K ﹤0.01%
30
-246
2881
$1.9K ﹤0.01%
40
2882
$1.89K ﹤0.01%
77
2883
$1.88K ﹤0.01%
+437
2884
$1.86K ﹤0.01%
108
-2,083
2885
$1.86K ﹤0.01%
+278
2886
$1.86K ﹤0.01%
114
+51
2887
$1.86K ﹤0.01%
27
2888
$1.85K ﹤0.01%
165
2889
$1.83K ﹤0.01%
42
2890
$1.83K ﹤0.01%
1,440
-7,886
2891
$1.82K ﹤0.01%
77
+12
2892
$1.82K ﹤0.01%
27
2893
$1.82K ﹤0.01%
29
2894
$1.82K ﹤0.01%
35
-8
2895
$1.81K ﹤0.01%
+429
2896
$1.8K ﹤0.01%
+104
2897
$1.79K ﹤0.01%
39
2898
$1.78K ﹤0.01%
+98
2899
$1.77K ﹤0.01%
116
-1,068
2900
$1.77K ﹤0.01%
100