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
426
$691K 0.01%
4,724
+353
427
$682K 0.01%
6,947
+49
428
$680K 0.01%
27,992
-1,611
429
$677K 0.01%
16,694
-1,074
430
$676K 0.01%
116,806
+8,736
431
$675K 0.01%
33,308
+180
432
$668K 0.01%
11,877
+178
433
$666K 0.01%
5,074
+99
434
$664K 0.01%
12,519
+304
435
$662K 0.01%
5,676
-578
436
$661K 0.01%
25,562
-4,188
437
$660K 0.01%
6,349
-178
438
$660K 0.01%
5,730
+44
439
$659K 0.01%
6,020
440
$658K 0.01%
21,361
-542
441
$656K 0.01%
6,241
+215
442
$647K 0.01%
7,661
+369
443
$647K 0.01%
3,951
+7
444
$643K 0.01%
13,309
+590
445
$641K 0.01%
41,340
+2,415
446
$639K 0.01%
26,960
+7,582
447
$638K 0.01%
7,276
+247
448
$638K 0.01%
9,812
-65
449
$636K 0.01%
15,839
-226
450
$635K 0.01%
9,255
-25
16 17
18
19 20