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
3001
$1.07K ﹤0.01%
39
+9
3002
$1.07K ﹤0.01%
137
-43
3003
$1.07K ﹤0.01%
55
3004
$1.07K ﹤0.01%
+346
3005
$1.06K ﹤0.01%
75
-115
3006
$1.06K ﹤0.01%
24
3007
$1.05K ﹤0.01%
16
3008
$1.04K ﹤0.01%
+36
3009
$1.04K ﹤0.01%
26
-425
3010
$1.03K ﹤0.01%
14
3011
$1.03K ﹤0.01%
136
3012
$1.01K ﹤0.01%
+239
3013
$1.01K ﹤0.01%
276
3014
$1K ﹤0.01%
+54
3015
$1K ﹤0.01%
41
-37
3016
$1K ﹤0.01%
24
+1
3017
$994 ﹤0.01%
19
3018
$993 ﹤0.01%
+20
3019
$992 ﹤0.01%
43
3020
$991 ﹤0.01%
50
3021
$988 ﹤0.01%
37
-31
3022
$987 ﹤0.01%
16
-13
3023
$984 ﹤0.01%
161
3024
$981 ﹤0.01%
53
+12
3025
$979 ﹤0.01%
+32
119 120
121
122 123