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
3151
$405 ﹤0.01%
11
+3
3152
$402 ﹤0.01%
11
-6
3153
$400 ﹤0.01%
+67
3154
$396 ﹤0.01%
98
3155
$391 ﹤0.01%
22
+1
3156
$385 ﹤0.01%
14
3157
$385 ﹤0.01%
7
3158
$385 ﹤0.01%
41
3159
$383 ﹤0.01%
+42
3160
$382 ﹤0.01%
10
-40
3161
$381 ﹤0.01%
33
3162
$363 ﹤0.01%
9
3163
$360 ﹤0.01%
12
3164
$355 ﹤0.01%
11
3165
$353 ﹤0.01%
11
+7
3166
$349 ﹤0.01%
92
-2,775
3167
$341 ﹤0.01%
29
-4,461
3168
$339 ﹤0.01%
20
-53
3169
$335 ﹤0.01%
12
-2
3170
$334 ﹤0.01%
16
-300
3171
$334 ﹤0.01%
+24
3172
$333 ﹤0.01%
+5
3173
$332 ﹤0.01%
9
3174
$330 ﹤0.01%
10
-500
3175
$323 ﹤0.01%
14
125 126
127
128 129