S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$9.97M
2 +$8.47M
3 +$6.4M
4
BND icon
Vanguard Total Bond Market
BND
+$4.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1 +$8.52M
2 +$8.01M
3 +$6.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.69M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.42%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$8 ﹤0.01%
1
3277
0
3278
$4 ﹤0.01%
+1
3279
$4 ﹤0.01%
1
3280
0
3281
0
3282
$3 ﹤0.01%
1
3283
$3 ﹤0.01%
5
3284
0
3285
0
3286
0
3287
0
3288
0
3289
-237
3290
-16,301
3291
-89
3292
-261
3293
-657
3294
-7,056
3295
-800
3296
-20,097
3297
-2,087
3298
-3,066
3299
-203
3300
-2,687