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
751
$263K 0.01%
1,745
+222
752
$262K 0.01%
4,479
+154
753
$261K ﹤0.01%
1,669
754
$261K ﹤0.01%
3,594
+876
755
$260K ﹤0.01%
1,529
+531
756
$260K ﹤0.01%
3,413
+574
757
$260K ﹤0.01%
1,234
+27
758
$258K ﹤0.01%
12,042
-294
759
$257K ﹤0.01%
5,269
-47
760
$256K ﹤0.01%
2,972
+54
761
$255K ﹤0.01%
2,827
+183
762
$255K ﹤0.01%
2,983
-64
763
$254K ﹤0.01%
1,241
+32
764
$254K ﹤0.01%
1,373
765
$254K ﹤0.01%
6,058
766
$252K ﹤0.01%
8,500
-1,672
767
$252K ﹤0.01%
3,148
-69
768
$252K ﹤0.01%
35,555
+855
769
$251K ﹤0.01%
2,597
+572
770
$251K ﹤0.01%
1,880
+177
771
$249K ﹤0.01%
9,457
+899
772
$249K ﹤0.01%
24,885
+2,976
773
$248K ﹤0.01%
+5,360
774
$248K ﹤0.01%
2,250
-756
775
$247K ﹤0.01%
1,328
+9
29 30
31
32 33