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
576
$429K 0.01%
13,413
577
$428K 0.01%
2,770
+24
578
$426K 0.01%
1,279
+73
579
$425K 0.01%
2,053
-3
580
$424K 0.01%
15,593
-386
581
$424K 0.01%
9,122
582
$422K 0.01%
4,993
+385
583
$421K 0.01%
16,936
+97
584
$419K 0.01%
1,065
+4
585
$419K 0.01%
3,740
-418
586
$419K 0.01%
1,222
-10
587
$417K 0.01%
2,428
-13
588
$415K 0.01%
10,503
-30
589
$412K 0.01%
3,246
-138
590
$412K 0.01%
2,171
591
$412K 0.01%
5,564
-136
592
$410K 0.01%
6,620
+72
593
$408K 0.01%
9,731
-6,868
594
$406K 0.01%
9,538
-644
595
$403K 0.01%
2,159
+39
596
$402K 0.01%
3,396
+695
597
$397K 0.01%
21,104
+422
598
$395K 0.01%
2,767
+235
599
$395K 0.01%
6,421
-126
600
$392K 0.01%
13,415
-2,834
22 23
24
25 26