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
901
$188K ﹤0.01%
1,438
+15
902
$187K ﹤0.01%
5,170
+142
903
$186K ﹤0.01%
1,204
-46
904
$186K ﹤0.01%
1,668
+106
905
$186K ﹤0.01%
2,872
-17
906
$185K ﹤0.01%
1,812
+227
907
$185K ﹤0.01%
1,746
+202
908
$185K ﹤0.01%
497
+73
909
$183K ﹤0.01%
5,405
910
$183K ﹤0.01%
2,179
+13
911
$183K ﹤0.01%
1,486
-30
912
$183K ﹤0.01%
811
+136
913
$182K ﹤0.01%
894
+126
914
$181K ﹤0.01%
2,984
+36
915
$181K ﹤0.01%
5,858
+40
916
$180K ﹤0.01%
+8,500
917
$180K ﹤0.01%
9,067
+3,561
918
$179K ﹤0.01%
952
919
$179K ﹤0.01%
628
-101
920
$179K ﹤0.01%
10,259
+3,021
921
$178K ﹤0.01%
522
+12
922
$177K ﹤0.01%
14,078
-1,517
923
$177K ﹤0.01%
6,149
+49
924
$176K ﹤0.01%
445
+112
925
$176K ﹤0.01%
9,734
+3
35 36
37
38 39