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
951
$167K ﹤0.01%
1,531
+369
952
$167K ﹤0.01%
1,373
+5
953
$167K ﹤0.01%
6,141
+579
954
$167K ﹤0.01%
393
+16
955
$166K ﹤0.01%
1,569
+156
956
$166K ﹤0.01%
11,561
+265
957
$165K ﹤0.01%
4,797
958
$165K ﹤0.01%
1,006
-257
959
$165K ﹤0.01%
3,419
+77
960
$164K ﹤0.01%
1,842
+447
961
$164K ﹤0.01%
37,619
-10,985
962
$164K ﹤0.01%
676
-19
963
$163K ﹤0.01%
1,239
-57
964
$163K ﹤0.01%
3,312
965
$162K ﹤0.01%
23,521
-588
966
$162K ﹤0.01%
1,232
-79
967
$162K ﹤0.01%
6,084
-850
968
$161K ﹤0.01%
3,915
+191
969
$160K ﹤0.01%
1,388
+381
970
$160K ﹤0.01%
66
-32
971
$160K ﹤0.01%
5,936
+169
972
$160K ﹤0.01%
3,692
-50
973
$160K ﹤0.01%
7,924
+451
974
$160K ﹤0.01%
14,188
-647
975
$160K ﹤0.01%
7,056
+30
37 38
39
40 41