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
926
$176K ﹤0.01%
333
-121
927
$176K ﹤0.01%
3,066
+339
928
$176K ﹤0.01%
5,768
-6,142
929
$175K ﹤0.01%
2,625
-41
930
$175K ﹤0.01%
1,467
+389
931
$174K ﹤0.01%
2,258
+143
932
$174K ﹤0.01%
7,607
-20
933
$173K ﹤0.01%
3,591
-58
934
$173K ﹤0.01%
2,017
-394
935
$173K ﹤0.01%
3,912
-1,524
936
$172K ﹤0.01%
2,208
-107
937
$172K ﹤0.01%
3,452
+450
938
$171K ﹤0.01%
950
-78
939
$171K ﹤0.01%
1,197
-37
940
$171K ﹤0.01%
1,086
+201
941
$170K ﹤0.01%
927
+33
942
$170K ﹤0.01%
737
+125
943
$169K ﹤0.01%
1,173
+45
944
$168K ﹤0.01%
57,466
+21,807
945
$168K ﹤0.01%
2,238
-884
946
$168K ﹤0.01%
9,040
-113
947
$168K ﹤0.01%
26,114
+1,114
948
$168K ﹤0.01%
6,448
+87
949
$167K ﹤0.01%
850
-158
950
$167K ﹤0.01%
7,393
+1,052
36 37
38
39 40