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
326
$1.05M 0.02%
10,829
+1,935
327
$1.03M 0.02%
24,672
-10,325
328
$1.03M 0.02%
16,494
+123
329
$1.02M 0.02%
17,682
-720
330
$1.02M 0.02%
8,326
+276
331
$1.01M 0.02%
11,474
-790
332
$1.01M 0.02%
12,300
-238
333
$1.01M 0.02%
17,530
+1,423
334
$1.01M 0.02%
11,839
-205
335
$1M 0.02%
12,528
-804
336
$999K 0.02%
75,139
+4,183
337
$998K 0.02%
6,595
+647
338
$989K 0.02%
6,919
-231
339
$988K 0.02%
18,538
-1,672
340
$979K 0.02%
112,584
-1,986
341
$979K 0.02%
+36,920
342
$979K 0.02%
2,725
+79
343
$970K 0.02%
7,223
+226
344
$963K 0.02%
3,047
-167
345
$962K 0.02%
4,206
-5
346
$954K 0.02%
5,542
+71
347
$954K 0.02%
4,589
-161
348
$952K 0.02%
21,960
-1,116
349
$950K 0.02%
20,420
+1,491
350
$945K 0.02%
9,312
-1,792
12 13
14
15 16