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
301
$1.13M 0.02%
8,880
+441
302
$1.12M 0.02%
+51,269
303
$1.12M 0.02%
14,478
+3,947
304
$1.12M 0.02%
+52,362
305
$1.11M 0.02%
20,702
+2,232
306
$1.11M 0.02%
1,804
+167
307
$1.11M 0.02%
167,712
+20,911
308
$1.11M 0.02%
+48,537
309
$1.11M 0.02%
14,408
+22
310
$1.11M 0.02%
27,949
311
$1.1M 0.02%
23,200
+449
312
$1.1M 0.02%
22,264
313
$1.1M 0.02%
3,402
+608
314
$1.1M 0.02%
27,313
315
$1.1M 0.02%
10,211
+124
316
$1.1M 0.02%
3,867
+64
317
$1.1M 0.02%
551
-15
318
$1.09M 0.02%
70,073
+16,879
319
$1.09M 0.02%
9,589
-66
320
$1.09M 0.02%
8,555
+1,707
321
$1.08M 0.02%
22,548
+449
322
$1.06M 0.02%
5,163
-92
323
$1.06M 0.02%
44,642
-3,247
324
$1.05M 0.02%
8,164
-347
325
$1.05M 0.02%
29,467
+1,200
11 12
13
14 15