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
2901
$1.76K ﹤0.01%
50
-949
2902
$1.75K ﹤0.01%
61
-150
2903
$1.74K ﹤0.01%
45
-175
2904
$1.73K ﹤0.01%
10
2905
$1.72K ﹤0.01%
+76
2906
$1.72K ﹤0.01%
161
-205
2907
$1.71K ﹤0.01%
+60
2908
$1.71K ﹤0.01%
55
2909
$1.69K ﹤0.01%
42
2910
$1.69K ﹤0.01%
132
2911
$1.68K ﹤0.01%
243
2912
$1.67K ﹤0.01%
19
-13
2913
$1.65K ﹤0.01%
79
2914
$1.63K ﹤0.01%
124
2915
$1.63K ﹤0.01%
16
+6
2916
$1.63K ﹤0.01%
+19
2917
$1.61K ﹤0.01%
37
-854
2918
$1.58K ﹤0.01%
+292
2919
$1.58K ﹤0.01%
+68
2920
$1.58K ﹤0.01%
21
2921
$1.58K ﹤0.01%
19
+2
2922
$1.58K ﹤0.01%
1,160
-2,585
2923
$1.58K ﹤0.01%
42
2924
$1.57K ﹤0.01%
35
-26
2925
$1.57K ﹤0.01%
79
115 116
117
118 119