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
3251
$61 ﹤0.01%
8
-5,026
3252
$53 ﹤0.01%
5
3253
$49 ﹤0.01%
6
3254
$45 ﹤0.01%
7
3255
$44 ﹤0.01%
23
3256
$43 ﹤0.01%
8
-55
3257
$39 ﹤0.01%
1
3258
$39 ﹤0.01%
16
3259
$36 ﹤0.01%
3
3260
$31 ﹤0.01%
8
-316
3261
$27 ﹤0.01%
3
-10
3262
$25 ﹤0.01%
+47
3263
$25 ﹤0.01%
1
-27
3264
– –
0
3265
$22 ﹤0.01%
1
3266
$19 ﹤0.01%
3
3267
$18 ﹤0.01%
2
3268
$18 ﹤0.01%
1
3269
– –
0
3270
$14 ﹤0.01%
2
3271
$13 ﹤0.01%
1
-9
3272
$11 ﹤0.01%
2
3273
$11 ﹤0.01%
4
3274
$8 ﹤0.01%
1
3275
– –
0
129 130
131
132 133