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
401
$744K 0.01%
9,519
+292
402
$744K 0.01%
1,240
-8
403
$738K 0.01%
2,291
-31
404
$736K 0.01%
9,090
-141
405
$733K 0.01%
8,335
+87
406
$731K 0.01%
21,142
+4,927
407
$729K 0.01%
3,418
+12
408
$727K 0.01%
19,666
+3,180
409
$725K 0.01%
72,019
+11,468
410
$722K 0.01%
2,494
+1,867
411
$722K 0.01%
14,616
+6,678
412
$722K 0.01%
18,828
+75
413
$721K 0.01%
17,811
-344
414
$721K 0.01%
2,617
+31
415
$717K 0.01%
3,822
+26
416
$717K 0.01%
26,189
+532
417
$712K 0.01%
2,492
+126
418
$710K 0.01%
6,517
-48
419
$709K 0.01%
1,464
+82
420
$707K 0.01%
3,293
-149
421
$705K 0.01%
18,647
+418
422
$698K 0.01%
9,903
+663
423
$696K 0.01%
34,715
-6,528
424
$694K 0.01%
17,277
425
$694K 0.01%
996
+4
15 16
17
18 19