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
3201
$254 ﹤0.01%
150
3202
$251 ﹤0.01%
4
3203
$241 ﹤0.01%
110
3204
$239 ﹤0.01%
3
3205
$238 ﹤0.01%
+14
3206
$235 ﹤0.01%
+20
3207
$234 ﹤0.01%
22
-358
3208
$234 ﹤0.01%
+34
3209
$233 ﹤0.01%
+21
3210
$229 ﹤0.01%
+3
3211
$218 ﹤0.01%
200
3212
$212 ﹤0.01%
+41
3213
$211 ﹤0.01%
16
3214
$204 ﹤0.01%
4
3215
$197 ﹤0.01%
42
3216
$195 ﹤0.01%
15
3217
$195 ﹤0.01%
200
3218
$187 ﹤0.01%
3
3219
$186 ﹤0.01%
9
3220
$186 ﹤0.01%
13
3221
$185 ﹤0.01%
17
-916
3222
$177 ﹤0.01%
110
-117
3223
$168 ﹤0.01%
2
3224
$166 ﹤0.01%
1
3225
$165 ﹤0.01%
5
-172
127 128
129
130 131