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
526
$498K 0.01%
50,109
-538
527
$495K 0.01%
8,607
-9,593
528
$493K 0.01%
2,734
+724
529
$493K 0.01%
5,751
+446
530
$489K 0.01%
7,242
-76
531
$488K 0.01%
6,349
+372
532
$487K 0.01%
8,277
+157
533
$486K 0.01%
34,569
+71
534
$484K 0.01%
3,513
+909
535
$484K 0.01%
8,440
-2,006
536
$483K 0.01%
12,614
+4,277
537
$483K 0.01%
1,431
+97
538
$482K 0.01%
228
-4
539
$480K 0.01%
4,392
+113
540
$479K 0.01%
44,260
-1,191
541
$479K 0.01%
17,979
-1,507
542
$478K 0.01%
51,188
+125
543
$477K 0.01%
7,594
-14,107
544
$471K 0.01%
16,079
545
$471K 0.01%
7,648
+150
546
$471K 0.01%
4,880
+2,864
547
$471K 0.01%
2,706
+72
548
$467K 0.01%
6,110
+452
549
$460K 0.01%
7,515
-12
550
$460K 0.01%
6,313
+308
20 21
22
23 24