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
976
$160K ﹤0.01%
3,309
-780
977
$160K ﹤0.01%
5,073
+49
978
$160K ﹤0.01%
2,147
+28
979
$159K ﹤0.01%
3,981
-97
980
$159K ﹤0.01%
5,151
+2,825
981
$159K ﹤0.01%
6,137
-306
982
$158K ﹤0.01%
2,817
+132
983
$158K ﹤0.01%
+6,714
984
$158K ﹤0.01%
20,907
-3,271
985
$158K ﹤0.01%
1,875
+59
986
$157K ﹤0.01%
8,462
987
$156K ﹤0.01%
1,045
+170
988
$156K ﹤0.01%
1,852
+6
989
$156K ﹤0.01%
179
-32
990
$156K ﹤0.01%
+6,023
991
$156K ﹤0.01%
883
-2,312
992
$156K ﹤0.01%
3,029
-481
993
$155K ﹤0.01%
2,410
994
$155K ﹤0.01%
1,169
+146
995
$154K ﹤0.01%
4,079
+35
996
$153K ﹤0.01%
6,014
+653
997
$153K ﹤0.01%
+650
998
$153K ﹤0.01%
114,696
-81,889
999
$152K ﹤0.01%
33,413
+9,221
1000
$152K ﹤0.01%
886
-46
38 39
40
41 42