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
726
$291K 0.01%
44,648
+7,636
727
$290K 0.01%
3,269
+269
728
$290K 0.01%
3,549
+106
729
$287K 0.01%
2,211
+169
730
$287K 0.01%
1,066
-34
731
$286K 0.01%
3,096
+144
732
$284K 0.01%
4,795
-11
733
$282K 0.01%
1,185
+9
734
$281K 0.01%
593
-26
735
$281K 0.01%
1,654
+3
736
$281K 0.01%
26,569
+4,965
737
$279K 0.01%
10,824
-136
738
$278K 0.01%
3,528
-110
739
$278K 0.01%
7,241
-42
740
$277K 0.01%
2,278
741
$277K 0.01%
988
+300
742
$276K 0.01%
5,684
+123
743
$276K 0.01%
8,163
+3,360
744
$275K 0.01%
17,056
+122
745
$273K 0.01%
8,717
+3,375
746
$273K 0.01%
10,738
-343
747
$270K 0.01%
1,541
+451
748
$268K 0.01%
13,278
+1,998
749
$267K 0.01%
13,243
-285
750
$266K 0.01%
4,544
+58
28 29
30
31 32