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
701
$318K 0.01%
3,446
-399
702
$317K 0.01%
4,163
-160
703
$317K 0.01%
4,041
+175
704
$317K 0.01%
6,019
+15
705
$317K 0.01%
4,752
+220
706
$315K 0.01%
20,907
-4,889
707
$315K 0.01%
9,817
-1,700
708
$315K 0.01%
11,435
-277
709
$314K 0.01%
6,150
+928
710
$313K 0.01%
25,133
-637
711
$312K 0.01%
20,230
-9,584
712
$309K 0.01%
2,717
+292
713
$308K 0.01%
4,075
-1,088
714
$307K 0.01%
3,083
715
$307K 0.01%
5,035
-131
716
$306K 0.01%
2,963
+814
717
$305K 0.01%
25,821
+1,952
718
$305K 0.01%
1,253
+183
719
$305K 0.01%
826
-1
720
$300K 0.01%
2,179
-819
721
$299K 0.01%
3,508
-464
722
$298K 0.01%
5,273
+66
723
$296K 0.01%
2,121
-25
724
$293K 0.01%
8,711
-803
725
$293K 0.01%
4,090
-443
27 28
29
30 31