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
351
$944K 0.02%
1,815
-177
352
$942K 0.02%
11,935
+35
353
$941K 0.02%
31,848
-1,306
354
$940K 0.02%
6,535
+319
355
$932K 0.02%
5,531
-520
356
$931K 0.02%
32,615
-12,323
357
$931K 0.02%
3,150
+97
358
$926K 0.02%
1,490
-38
359
$920K 0.02%
27,407
-4,697
360
$911K 0.02%
69,791
-1,260
361
$909K 0.02%
9,854
+338
362
$906K 0.02%
6,756
-162
363
$898K 0.02%
3,481
+21
364
$893K 0.02%
16,578
-118
365
$883K 0.02%
16,587
-4,447
366
$882K 0.02%
8,067
-113
367
$876K 0.02%
3,526
+512
368
$873K 0.02%
4,951
+17
369
$871K 0.02%
2,900
-255
370
$865K 0.02%
20,242
-24,415
371
$865K 0.02%
2,345
-2,109
372
$862K 0.02%
4,474
+34
373
$862K 0.02%
65,097
+19,786
374
$857K 0.02%
8,838
-241
375
$851K 0.02%
4,598
-204
13 14
15
16 17