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
2976
$1.26K ﹤0.01%
38
2977
$1.22K ﹤0.01%
121
+3
2978
$1.22K ﹤0.01%
+74
2979
$1.22K ﹤0.01%
15
2980
$1.21K ﹤0.01%
35
2981
$1.2K ﹤0.01%
76
2982
$1.2K ﹤0.01%
44
+24
2983
$1.2K ﹤0.01%
+224
2984
$1.19K ﹤0.01%
+150
2985
$1.19K ﹤0.01%
750
2986
$1.19K ﹤0.01%
117
2987
$1.18K ﹤0.01%
120
2988
$1.18K ﹤0.01%
+227
2989
$1.17K ﹤0.01%
22
2990
$1.17K ﹤0.01%
18
2991
$1.17K ﹤0.01%
+23
2992
$1.16K ﹤0.01%
54
2993
$1.15K ﹤0.01%
6
2994
$1.12K ﹤0.01%
23
2995
$1.12K ﹤0.01%
54
+1
2996
$1.1K ﹤0.01%
25
2997
$1.1K ﹤0.01%
57
+15
2998
$1.09K ﹤0.01%
54
2999
$1.08K ﹤0.01%
32
+1
3000
$1.08K ﹤0.01%
1,031
118 119
120
121 122