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
501
$536K 0.01%
10,430
+860
502
$533K 0.01%
6,893
+309
503
$533K 0.01%
5,486
-779
504
$529K 0.01%
119,344
+6,781
505
$528K 0.01%
22,452
-1,621
506
$528K 0.01%
5,701
+718
507
$525K 0.01%
17,973
+1,362
508
$523K 0.01%
5,693
-4
509
$523K 0.01%
9,181
+226
510
$522K 0.01%
1,262
-108
511
$522K 0.01%
14,483
-2,251
512
$516K 0.01%
18,421
-641
513
$515K 0.01%
14,320
-618
514
$514K 0.01%
21,691
-307
515
$514K 0.01%
20,580
+4,448
516
$513K 0.01%
6,904
-80
517
$510K 0.01%
6,561
+1,526
518
$510K 0.01%
5,425
+165
519
$509K 0.01%
5,921
-229
520
$509K 0.01%
2,508
+408
521
$507K 0.01%
4,548
-77
522
$504K 0.01%
10,934
+1,922
523
$500K 0.01%
6,601
+1,381
524
$499K 0.01%
14,403
+928
525
$499K 0.01%
8,236
-2,325
19 20
21
22 23