S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
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
– –
-15
3290
– –
-8,793
3291
– –
-552
3292
– –
-14
3293
– –
-31
3294
– –
-13,089
3295
– –
-907
3296
– –
-46
3297
– –
-16,000
3298
– –
-1,428
3299
– –
-2,500
3300
– –
-874
130 131
132
133 134