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
476
$579K 0.01%
29,564
+2,145
477
$579K 0.01%
7,033
+302
478
$578K 0.01%
13,843
+2,495
479
$576K 0.01%
35,428
+144
480
$575K 0.01%
11,180
+4,175
481
$573K 0.01%
468
-3
482
$569K 0.01%
3,518
+108
483
$569K 0.01%
2,894
+346
484
$568K 0.01%
4,322
+123
485
$567K 0.01%
20,687
+24
486
$565K 0.01%
15,008
+1,521
487
$563K 0.01%
17,755
-3,053
488
$561K 0.01%
3,007
-203
489
$559K 0.01%
6,276
+125
490
$558K 0.01%
2,826
+7
491
$555K 0.01%
3,013
+581
492
$550K 0.01%
18,079
493
$549K 0.01%
12,975
+183
494
$547K 0.01%
5,717
+177
495
$546K 0.01%
12,198
+4,782
496
$543K 0.01%
8,552
+184
497
$543K 0.01%
1,538
-23
498
$541K 0.01%
63,675
-10,233
499
$540K 0.01%
41,952
-4,175
500
$538K 0.01%
19,677
+504
18 19
20
21 22