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
851
$211K ﹤0.01%
1,088
852
$210K ﹤0.01%
+5,021
853
$210K ﹤0.01%
2,334
+598
854
$210K ﹤0.01%
9,010
-127
855
$210K ﹤0.01%
9,507
+1,924
856
$209K ﹤0.01%
5,623
+13
857
$209K ﹤0.01%
1,070
-264
858
$209K ﹤0.01%
5,800
859
$209K ﹤0.01%
9,271
-1,418
860
$207K ﹤0.01%
2,190
+174
861
$207K ﹤0.01%
457
-12
862
$207K ﹤0.01%
+3,100
863
$206K ﹤0.01%
7,337
+200
864
$205K ﹤0.01%
2,826
865
$204K ﹤0.01%
8,134
866
$204K ﹤0.01%
2,522
+808
867
$202K ﹤0.01%
1,723
-28
868
$202K ﹤0.01%
2,811
-169
869
$202K ﹤0.01%
1,639
+205
870
$201K ﹤0.01%
8,587
+146
871
$200K ﹤0.01%
3,978
+201
872
$200K ﹤0.01%
1,204
+300
873
$200K ﹤0.01%
6,527
874
$198K ﹤0.01%
35,159
-9,430
875
$198K ﹤0.01%
964
-16
33 34
35
36 37