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
276
$1.24M 0.02%
1,767
+243
277
$1.23M 0.02%
32,410
-486
278
$1.23M 0.02%
5,578
+282
279
$1.23M 0.02%
8,298
+194
280
$1.22M 0.02%
382
+1
281
$1.22M 0.02%
4,208
+261
282
$1.22M 0.02%
5,254
+457
283
$1.21M 0.02%
1,917
-94
284
$1.21M 0.02%
5,232
-977
285
$1.2M 0.02%
14,002
+56
286
$1.19M 0.02%
15,743
-451
287
$1.19M 0.02%
11,955
+38
288
$1.19M 0.02%
6,465
-1,539
289
$1.18M 0.02%
13,238
+127
290
$1.18M 0.02%
10,018
+57
291
$1.17M 0.02%
13,128
+982
292
$1.17M 0.02%
239,296
+15,485
293
$1.17M 0.02%
120,378
+8,295
294
$1.16M 0.02%
35,417
-522
295
$1.16M 0.02%
10,201
+38
296
$1.16M 0.02%
52,295
+50,806
297
$1.15M 0.02%
3,313
+28
298
$1.15M 0.02%
4,927
+127
299
$1.15M 0.02%
9,222
+217
300
$1.14M 0.02%
11,737
-832
10 11
12
13 14