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
3076
$718 ﹤0.01%
+70
3077
$717 ﹤0.01%
21
-502
3078
$714 ﹤0.01%
235
+144
3079
$712 ﹤0.01%
+113
3080
$710 ﹤0.01%
3
+1
3081
$709 ﹤0.01%
22
3082
$706 ﹤0.01%
21
+4
3083
$705 ﹤0.01%
+22
3084
$696 ﹤0.01%
+422
3085
$691 ﹤0.01%
20
-91
3086
$689 ﹤0.01%
+170
3087
$689 ﹤0.01%
54
3088
$688 ﹤0.01%
40
3089
$686 ﹤0.01%
81
-242
3090
$685 ﹤0.01%
+22
3091
$680 ﹤0.01%
250
3092
$678 ﹤0.01%
155
-91
3093
$669 ﹤0.01%
168
-32
3094
$669 ﹤0.01%
+13
3095
$659 ﹤0.01%
+160
3096
$654 ﹤0.01%
63
3097
$652 ﹤0.01%
19
-440
3098
$652 ﹤0.01%
+115
3099
$638 ﹤0.01%
20
3100
$631 ﹤0.01%
82
-45
122 123
124
125 126