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
451
$634K 0.01%
7,475
+707
452
$629K 0.01%
5,268
+128
453
$627K 0.01%
36,781
+1,378
454
$624K 0.01%
11,765
+7,482
455
$623K 0.01%
13,875
-3,511
456
$622K 0.01%
9,556
457
$622K 0.01%
3,258
-54
458
$620K 0.01%
4,978
+329
459
$617K 0.01%
60,658
+2,794
460
$617K 0.01%
16,574
-6,912
461
$614K 0.01%
2,324
462
$613K 0.01%
3,531
-206
463
$613K 0.01%
9,327
-67
464
$609K 0.01%
13,300
+5,485
465
$602K 0.01%
9,098
+4,730
466
$598K 0.01%
7,037
+212
467
$597K 0.01%
27,985
+663
468
$597K 0.01%
17,601
+292
469
$594K 0.01%
2,440
+29
470
$589K 0.01%
18,001
+1,958
471
$589K 0.01%
4,573
+504
472
$588K 0.01%
5,069
+59
473
$586K 0.01%
17,958
-184
474
$583K 0.01%
5,096
-94
475
$583K 0.01%
7,580
-22
17 18
19
20 21