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
626
$372K 0.01%
4,740
-252
627
$372K 0.01%
19,608
+4,873
628
$371K 0.01%
2,790
-8
629
$371K 0.01%
643
+16
630
$370K 0.01%
13,073
-3,560
631
$369K 0.01%
1,947
+27
632
$369K 0.01%
32,518
-323
633
$369K 0.01%
7,070
+442
634
$369K 0.01%
17,837
-2,823
635
$368K 0.01%
1,809
-33
636
$368K 0.01%
1,854
+320
637
$367K 0.01%
16,500
-198
638
$367K 0.01%
3,393
-92
639
$367K 0.01%
4,110
-3
640
$366K 0.01%
9,761
+1,024
641
$365K 0.01%
4,051
+352
642
$365K 0.01%
3,227
-266
643
$364K 0.01%
44,889
-1,666
644
$362K 0.01%
6,556
+77
645
$362K 0.01%
3,075
-18
646
$361K 0.01%
2,944
-380
647
$360K 0.01%
9,384
648
$359K 0.01%
72,580
+20,742
649
$359K 0.01%
89,218
-3,168
650
$357K 0.01%
2,296
-1,578
24 25
26
27 28