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
601
$391K 0.01%
27,627
+1,420
602
$390K 0.01%
9,554
+501
603
$390K 0.01%
15,445
+4,065
604
$388K 0.01%
3,441
-74
605
$388K 0.01%
15,772
+653
606
$387K 0.01%
2,410
+66
607
$386K 0.01%
3,200
+311
608
$386K 0.01%
2,181
+170
609
$386K 0.01%
1,640
-214
610
$385K 0.01%
18,135
-2,215
611
$382K 0.01%
6,066
-1,733
612
$382K 0.01%
2,801
+165
613
$382K 0.01%
47,356
+297
614
$381K 0.01%
3,810
+143
615
$381K 0.01%
41,072
+865
616
$381K 0.01%
5,021
+454
617
$379K 0.01%
19,114
+1,189
618
$378K 0.01%
3,256
+152
619
$377K 0.01%
23,674
+13,213
620
$375K 0.01%
37,871
-6,742
621
$375K 0.01%
16,229
+5,798
622
$374K 0.01%
1,989
+94
623
$374K 0.01%
6,579
+4,150
624
$373K 0.01%
2,416
+255
625
$372K 0.01%
1,641
-159
23 24
25
26 27