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
3126
$529 ﹤0.01%
16
3127
$523 ﹤0.01%
14
3128
$519 ﹤0.01%
+23
3129
$509 ﹤0.01%
72
-64
3130
$508 ﹤0.01%
30
3131
$503 ﹤0.01%
22
3132
$501 ﹤0.01%
100
3133
$497 ﹤0.01%
+36
3134
$488 ﹤0.01%
282
+107
3135
$486 ﹤0.01%
12
-4
3136
$481 ﹤0.01%
25
3137
$475 ﹤0.01%
4
3138
$472 ﹤0.01%
93
-65
3139
$453 ﹤0.01%
69
-119
3140
$453 ﹤0.01%
18
3141
$453 ﹤0.01%
77
3142
$437 ﹤0.01%
33
3143
$433 ﹤0.01%
5
3144
$422 ﹤0.01%
23
+1
3145
$417 ﹤0.01%
+9
3146
$415 ﹤0.01%
329
3147
$412 ﹤0.01%
13
-300
3148
$411 ﹤0.01%
+29
3149
$409 ﹤0.01%
+11
3150
$406 ﹤0.01%
14
-150