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
676
$336K 0.01%
3,053
+90
677
$336K 0.01%
19,209
-1,102
678
$335K 0.01%
566
-152
679
$335K 0.01%
4,510
-721
680
$335K 0.01%
721
+96
681
$334K 0.01%
8,249
-156
682
$332K 0.01%
13,136
+12,136
683
$330K 0.01%
5,838
-2,198
684
$330K 0.01%
4,397
+1,054
685
$329K 0.01%
1,413
-339
686
$328K 0.01%
12,927
+11
687
$327K 0.01%
5,901
-107
688
$327K 0.01%
1,122
+322
689
$325K 0.01%
16,146
+1,146
690
$325K 0.01%
1,202
691
$324K 0.01%
12,853
+1,480
692
$323K 0.01%
2,786
+157
693
$323K 0.01%
10,503
+3,876
694
$321K 0.01%
980
+88
695
$321K 0.01%
3,788
-30
696
$320K 0.01%
8,813
-311
697
$320K 0.01%
2,092
+71
698
$320K 0.01%
1,239
+115
699
$319K 0.01%
3,493
+326
700
$319K 0.01%
12,793
-684
26 27
28
29 30