S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$9.97M
2 +$8.47M
3 +$6.4M
4
BND icon
Vanguard Total Bond Market
BND
+$4.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1 +$8.52M
2 +$8.01M
3 +$6.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.69M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.42%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$979 ﹤0.01%
53
3027
$973 ﹤0.01%
11
3028
$973 ﹤0.01%
597
-112
3029
$968 ﹤0.01%
381
-2,676
3030
$959 ﹤0.01%
87
3031
$957 ﹤0.01%
73
+66
3032
$954 ﹤0.01%
+30
3033
$944 ﹤0.01%
286
-1,180
3034
$944 ﹤0.01%
162
3035
$940 ﹤0.01%
72
3036
$936 ﹤0.01%
120
3037
$934 ﹤0.01%
+11
3038
$929 ﹤0.01%
12
3039
$923 ﹤0.01%
+37
3040
$908 ﹤0.01%
+200
3041
$905 ﹤0.01%
+37
3042
$903 ﹤0.01%
26
-1
3043
$901 ﹤0.01%
+50
3044
$897 ﹤0.01%
61
3045
$897 ﹤0.01%
64
-308
3046
$891 ﹤0.01%
14
3047
$871 ﹤0.01%
9
-95
3048
$861 ﹤0.01%
26
3049
$853 ﹤0.01%
20
-12
3050
$842 ﹤0.01%
124
-863