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
3051
$840 ﹤0.01%
88
-126
3052
$833 ﹤0.01%
13
+5
3053
$826 ﹤0.01%
+9
3054
$817 ﹤0.01%
20
+6
3055
$807 ﹤0.01%
132
3056
$805 ﹤0.01%
159
-303
3057
$803 ﹤0.01%
46
+3
3058
$800 ﹤0.01%
10
-30
3059
$800 ﹤0.01%
85
3060
$798 ﹤0.01%
34
-251
3061
$789 ﹤0.01%
15
3062
$786 ﹤0.01%
169
+144
3063
$782 ﹤0.01%
37
-247
3064
$775 ﹤0.01%
151
3065
$773 ﹤0.01%
34
-126
3066
$767 ﹤0.01%
15
3067
$766 ﹤0.01%
200
3068
$764 ﹤0.01%
100
+39
3069
$761 ﹤0.01%
+30
3070
$754 ﹤0.01%
24
3071
$752 ﹤0.01%
41
-363
3072
$750 ﹤0.01%
36
3073
$742 ﹤0.01%
53
3074
$733 ﹤0.01%
113
3075
$728 ﹤0.01%
+57
121 122
123
124 125