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
3176
$321 ﹤0.01%
5
3177
$320 ﹤0.01%
9
3178
$314 ﹤0.01%
+4
3179
$313 ﹤0.01%
20
-207
3180
$313 ﹤0.01%
7
3181
$310 ﹤0.01%
+14
3182
$309 ﹤0.01%
+29
3183
$305 ﹤0.01%
5
-7
3184
$300 ﹤0.01%
53
-947
3185
$297 ﹤0.01%
15
-161
3186
$295 ﹤0.01%
+9
3187
$287 ﹤0.01%
388
-786
3188
$285 ﹤0.01%
+63
3189
$281 ﹤0.01%
236
+103
3190
$280 ﹤0.01%
14
3191
$279 ﹤0.01%
102
+1
3192
$276 ﹤0.01%
29
3193
$272 ﹤0.01%
560
-8,606
3194
$270 ﹤0.01%
200
3195
$269 ﹤0.01%
+14
3196
$267 ﹤0.01%
+11
3197
$266 ﹤0.01%
16
3198
$266 ﹤0.01%
+4
3199
$261 ﹤0.01%
156
-5,493
3200
$259 ﹤0.01%
14
-98
126 127
128
129 130