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
3301
-1,690
3302
-1,318
3303
-2,528
3304
-131
3305
-31
3306
-610
3307
-49,207
3308
-874
3309
-2,500
3310
-1,428
3311
-16,000
3312
-46
3313
-907
3314
-13,089
3315
-31
3316
-14
3317
-552
3318
-8,793
3319
-15
3320
-1,130
3321
-168
3322
-6,620
3323
-50
3324
-140
3325
-349