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
2951
$1.44K ﹤0.01%
+106
2952
$1.43K ﹤0.01%
54
+1
2953
$1.43K ﹤0.01%
38
2954
$1.42K ﹤0.01%
84
2955
$1.42K ﹤0.01%
123
+13
2956
$1.4K ﹤0.01%
19
2957
$1.4K ﹤0.01%
+71
2958
$1.4K ﹤0.01%
60
2959
$1.38K ﹤0.01%
34
-222
2960
$1.37K ﹤0.01%
27
2961
$1.37K ﹤0.01%
38
+34
2962
$1.37K ﹤0.01%
+40
2963
$1.35K ﹤0.01%
100
+88
2964
$1.35K ﹤0.01%
36
+19
2965
$1.34K ﹤0.01%
100
2966
$1.34K ﹤0.01%
14
2967
$1.34K ﹤0.01%
263
-963
2968
$1.33K ﹤0.01%
43
2969
$1.32K ﹤0.01%
25
2970
$1.31K ﹤0.01%
45
2971
$1.31K ﹤0.01%
179
-406
2972
$1.29K ﹤0.01%
117
-180
2973
$1.28K ﹤0.01%
361
2974
$1.27K ﹤0.01%
31
2975
$1.26K ﹤0.01%
181