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
51
$8.29M 0.16%
46,632
-62
52
$7.39M 0.14%
159,424
+663
53
$7.36M 0.14%
44,145
+158
54
$7.33M 0.14%
166,691
+2,413
55
$7.16M 0.14%
49,519
-8,901
56
$6.63M 0.13%
19,821
+956
57
$6.55M 0.12%
76,107
-2,540
58
$6.28M 0.12%
56,382
+1,025
59
$5.91M 0.11%
99,797
+5,126
60
$5.81M 0.11%
102,783
+3,609
61
$5.59M 0.11%
47,906
+3,221
62
$5.57M 0.11%
52,379
-110
63
$5.52M 0.1%
43,744
-202
64
$5.49M 0.1%
29,628
+1,216
65
$5.31M 0.1%
53,347
-2,013
66
$5.26M 0.1%
46,462
+766
67
$5.19M 0.1%
31,109
+11,875
68
$5.1M 0.1%
14,485
+489
69
$5.08M 0.1%
7,326
+446
70
$5.07M 0.1%
23,050
+3,524
71
$5.06M 0.1%
20,553
+731
72
$4.97M 0.09%
17,146
+845
73
$4.43M 0.08%
42,926
-5,165
74
$4.39M 0.08%
8,148
+1,989
75
$4.38M 0.08%
4,133
+183
1 2
3
4 5