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
776
$247K ﹤0.01%
406
+10
777
$247K ﹤0.01%
1,363
+95
778
$246K ﹤0.01%
3,971
-169
779
$245K ﹤0.01%
26,764
-747
780
$244K ﹤0.01%
10,184
+428
781
$244K ﹤0.01%
1,543
+56
782
$244K ﹤0.01%
2,897
-2
783
$244K ﹤0.01%
141
+4
784
$243K ﹤0.01%
5,563
-391
785
$243K ﹤0.01%
+2,163
786
$243K ﹤0.01%
957
+1
787
$242K ﹤0.01%
2,482
-648
788
$240K ﹤0.01%
8,286
-1,115
789
$240K ﹤0.01%
7,848
-399
790
$239K ﹤0.01%
1,912
-49
791
$239K ﹤0.01%
4,748
-1,244
792
$238K ﹤0.01%
5,288
+95
793
$236K ﹤0.01%
5,001
-593
794
$236K ﹤0.01%
2,997
+20
795
$234K ﹤0.01%
663
+30
796
$233K ﹤0.01%
3,079
-15
797
$233K ﹤0.01%
10,140
798
$233K ﹤0.01%
7,695
+4,552
799
$232K ﹤0.01%
2,818
-21
800
$232K ﹤0.01%
17,248
+544
30 31
32
33 34