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
651
$357K 0.01%
2,107
-39
652
$356K 0.01%
3,046
+177
653
$356K 0.01%
4,052
654
$356K 0.01%
1,616
+62
655
$353K 0.01%
22,776
+1,732
656
$352K 0.01%
207
-53
657
$352K 0.01%
7,481
+98
658
$349K 0.01%
9,583
-207
659
$349K 0.01%
3,085
-319
660
$348K 0.01%
4,314
+62
661
$348K 0.01%
611
-9
662
$347K 0.01%
11,860
-144
663
$347K 0.01%
12,533
664
$347K 0.01%
1,367
-924
665
$346K 0.01%
39,051
+18,985
666
$345K 0.01%
5,018
+31
667
$343K 0.01%
6,960
+5
668
$343K 0.01%
3,346
+47
669
$343K 0.01%
5,928
+28
670
$342K 0.01%
8,341
-1,228
671
$342K 0.01%
22,588
+5
672
$338K 0.01%
191,064
-10,444
673
$338K 0.01%
6,277
+243
674
$337K 0.01%
15,219
+1,172
675
$336K 0.01%
4,300
-224
25 26
27
28 29