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
551
$459K 0.01%
1,786
+25
552
$457K 0.01%
3,663
+54
553
$454K 0.01%
16,363
-8,779
554
$453K 0.01%
1,800
-24
555
$451K 0.01%
2,762
+18
556
$451K 0.01%
759
+104
557
$449K 0.01%
17,056
+228
558
$448K 0.01%
14,595
-2,522
559
$448K 0.01%
26,428
+1,516
560
$448K 0.01%
12,927
-1,537
561
$447K 0.01%
12,461
562
$447K 0.01%
1,494
-23
563
$447K 0.01%
1,711
-6
564
$445K 0.01%
26,290
-458
565
$443K 0.01%
7,958
-1,666
566
$442K 0.01%
3,987
+19
567
$441K 0.01%
1,352
+41
568
$440K 0.01%
+14,956
569
$436K 0.01%
6,687
+210
570
$434K 0.01%
20,790
+12,890
571
$432K 0.01%
1,910
+95
572
$432K 0.01%
+17,998
573
$431K 0.01%
5,657
+69
574
$431K 0.01%
835
+21
575
$431K 0.01%
4,988
+113
21 22
23
24 25