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
3226
$160 ﹤0.01%
32
3227
$153 ﹤0.01%
24
3228
$152 ﹤0.01%
15
3229
$145 ﹤0.01%
250
3230
$138 ﹤0.01%
+3
3231
$138 ﹤0.01%
13
-71
3232
$135 ﹤0.01%
2
3233
$129 ﹤0.01%
7
3234
$126 ﹤0.01%
3
-43
3235
$126 ﹤0.01%
7
-267
3236
$125 ﹤0.01%
+26
3237
$125 ﹤0.01%
+23
3238
$121 ﹤0.01%
12
-299
3239
$120 ﹤0.01%
5
3240
$112 ﹤0.01%
+2
3241
$112 ﹤0.01%
100
3242
$112 ﹤0.01%
1
-6
3243
$111 ﹤0.01%
27
3244
$104 ﹤0.01%
14
-1,115
3245
$87 ﹤0.01%
3
3246
$79 ﹤0.01%
8
+1
3247
$77 ﹤0.01%
10
3248
$75 ﹤0.01%
+8
3249
$72 ﹤0.01%
100
3250
$70 ﹤0.01%
1
128 129
130
131 132