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
826
$222K ﹤0.01%
1,053
+440
827
$222K ﹤0.01%
40,741
+31,250
828
$221K ﹤0.01%
27
+2
829
$221K ﹤0.01%
2,441
+3
830
$220K ﹤0.01%
+11,481
831
$220K ﹤0.01%
8,976
+2,236
832
$220K ﹤0.01%
1,599
+29
833
$220K ﹤0.01%
1,674
834
$219K ﹤0.01%
1,292
-51
835
$218K ﹤0.01%
2,445
+167
836
$218K ﹤0.01%
2,734
-39
837
$217K ﹤0.01%
7,882
-52
838
$217K ﹤0.01%
5,909
+65
839
$217K ﹤0.01%
1,555
+64
840
$215K ﹤0.01%
6,768
841
$215K ﹤0.01%
2,983
+88
842
$214K ﹤0.01%
969
-101
843
$214K ﹤0.01%
9,067
+2,316
844
$213K ﹤0.01%
2,784
+36
845
$213K ﹤0.01%
5,809
+133
846
$212K ﹤0.01%
423
+156
847
$212K ﹤0.01%
4,173
+6
848
$212K ﹤0.01%
30,399
-1,357
849
$212K ﹤0.01%
2,940
+754
850
$211K ﹤0.01%
5,858
-5
32 33
34
35 36