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
76
$4.36M 0.08%
42,168
-568
77
$4.34M 0.08%
9,758
-1,303
78
$4.27M 0.08%
14,402
+105
79
$4.24M 0.08%
11,691
-319
80
$4.23M 0.08%
21,753
+2,719
81
$4.21M 0.08%
8,084
-487
82
$4.19M 0.08%
17,873
-81
83
$4.12M 0.08%
54,424
+7,578
84
$4.08M 0.08%
7,808
+315
85
$4.07M 0.08%
12,249
-70
86
$4.01M 0.08%
48,760
+85
87
$3.98M 0.08%
42,365
88
$3.96M 0.08%
9,463
-200
89
$3.94M 0.07%
60,146
+903
90
$3.9M 0.07%
25,675
-4,176
91
$3.9M 0.07%
40,090
-396
92
$3.86M 0.07%
53,846
-4,811
93
$3.85M 0.07%
104,747
-5,050
94
$3.84M 0.07%
73,602
-2,201
95
$3.78M 0.07%
15,324
+77
96
$3.77M 0.07%
53,657
+3,625
97
$3.72M 0.07%
115,128
-2,389
98
$3.69M 0.07%
31,863
+73
99
$3.67M 0.07%
161,066
+2,416
100
$3.66M 0.07%
9,903
-310
2 3
4
5 6