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
376
$851K 0.02%
549,881
+224,651
377
$849K 0.02%
20,200
-777
378
$847K 0.02%
669
+4
379
$846K 0.02%
6,409
-456
380
$845K 0.02%
36,444
+16,794
381
$843K 0.02%
5,026
+141
382
$823K 0.02%
16,282
-3,143
383
$822K 0.02%
4,558
+200
384
$821K 0.02%
7,735
+391
385
$817K 0.02%
19,021
+1,952
386
$813K 0.02%
6,153
+6
387
$812K 0.02%
3,614
+279
388
$807K 0.02%
19,730
+1,720
389
$804K 0.02%
16,061
+2,033
390
$803K 0.02%
7,068
+501
391
$798K 0.02%
293,350
-1,796
392
$797K 0.02%
13,690
+1,482
393
$775K 0.01%
7,716
-514
394
$767K 0.01%
13,366
-611
395
$763K 0.01%
4,302
+150
396
$761K 0.01%
7,269
-235
397
$761K 0.01%
13,243
+1,313
398
$760K 0.01%
129,113
-3,684
399
$750K 0.01%
49,490
-3,116
400
$749K 0.01%
32,363
+2,352
14 15
16
17 18