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
801
$232K ﹤0.01%
1,013
+34
802
$232K ﹤0.01%
6,959
+821
803
$231K ﹤0.01%
4,242
-1,794
804
$230K ﹤0.01%
10,506
+288
805
$230K ﹤0.01%
1,595
-8
806
$229K ﹤0.01%
2,307
+92
807
$229K ﹤0.01%
8,599
808
$229K ﹤0.01%
8,988
809
$228K ﹤0.01%
6,681
+1,381
810
$228K ﹤0.01%
6,207
+130
811
$227K ﹤0.01%
4,178
-211
812
$227K ﹤0.01%
6,087
+2,650
813
$227K ﹤0.01%
6,984
+275
814
$226K ﹤0.01%
2,835
+177
815
$226K ﹤0.01%
2,957
-22
816
$225K ﹤0.01%
1,484
+8
817
$224K ﹤0.01%
3,247
-19
818
$224K ﹤0.01%
22,380
-142
819
$224K ﹤0.01%
1,741
-39
820
$224K ﹤0.01%
1,710
+11
821
$224K ﹤0.01%
2,249
+1,004
822
$224K ﹤0.01%
1,293
-211
823
$224K ﹤0.01%
6,443
+154
824
$223K ﹤0.01%
8,806
-737
825
$222K ﹤0.01%
6,941
-277
31 32
33
34 35