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
876
$198K ﹤0.01%
1,385
-195
877
$198K ﹤0.01%
2,555
+98
878
$197K ﹤0.01%
510
+1
879
$197K ﹤0.01%
3,205
-358
880
$197K ﹤0.01%
1,932
+96
881
$197K ﹤0.01%
1,087
+43
882
$197K ﹤0.01%
775
+1
883
$197K ﹤0.01%
14,782
-9,939
884
$196K ﹤0.01%
4,850
-729
885
$196K ﹤0.01%
591
+22
886
$195K ﹤0.01%
10,655
-1,911
887
$194K ﹤0.01%
4,888
+1,239
888
$194K ﹤0.01%
8,175
-46
889
$194K ﹤0.01%
445
+16
890
$193K ﹤0.01%
6,840
-1,045
891
$192K ﹤0.01%
5,930
+350
892
$192K ﹤0.01%
1,482
+187
893
$191K ﹤0.01%
7,372
894
$191K ﹤0.01%
5,758
-1,479
895
$191K ﹤0.01%
9,636
-2,619
896
$191K ﹤0.01%
1,740
897
$189K ﹤0.01%
1,025
+9
898
$189K ﹤0.01%
3,449
-83
899
$189K ﹤0.01%
42,383
+6,602
900
$188K ﹤0.01%
6,836
+423
34 35
36
37 38