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
2926
$1.56K ﹤0.01%
41
2927
$1.55K ﹤0.01%
+29
2928
$1.55K ﹤0.01%
200
+97
2929
$1.55K ﹤0.01%
150
+46
2930
$1.55K ﹤0.01%
29
+5
2931
$1.54K ﹤0.01%
63
2932
$1.54K ﹤0.01%
130
2933
$1.54K ﹤0.01%
197
-15
2934
$1.53K ﹤0.01%
123
-167
2935
$1.53K ﹤0.01%
15
+4
2936
$1.53K ﹤0.01%
98
+35
2937
$1.52K ﹤0.01%
109
2938
$1.52K ﹤0.01%
25
-34
2939
$1.51K ﹤0.01%
181
2940
$1.5K ﹤0.01%
+47
2941
$1.5K ﹤0.01%
+484
2942
$1.49K ﹤0.01%
60
2943
$1.49K ﹤0.01%
+257
2944
$1.48K ﹤0.01%
40
2945
$1.48K ﹤0.01%
28
2946
$1.47K ﹤0.01%
1,000
2947
$1.47K ﹤0.01%
+152
2948
$1.46K ﹤0.01%
130
-47
2949
$1.45K ﹤0.01%
2,500
2950
$1.45K ﹤0.01%
280
-4,558
116 117
118
119 120