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
1026
$147K ﹤0.01%
2,769
+218
1027
$147K ﹤0.01%
1,387
-471
1028
$146K ﹤0.01%
3,509
+1,347
1029
$146K ﹤0.01%
706
+541
1030
$145K ﹤0.01%
3,334
+129
1031
$144K ﹤0.01%
15,417
+1,692
1032
$144K ﹤0.01%
6,782
+478
1033
$144K ﹤0.01%
3,001
1034
$144K ﹤0.01%
1,579
-207
1035
$143K ﹤0.01%
3,794
-32
1036
$143K ﹤0.01%
298
-3
1037
$143K ﹤0.01%
1,229
-17
1038
$142K ﹤0.01%
1,078
+69
1039
$142K ﹤0.01%
6,159
+2,465
1040
$142K ﹤0.01%
5,547
-50
1041
$141K ﹤0.01%
12,448
+3,645
1042
$141K ﹤0.01%
4,145
-186
1043
$141K ﹤0.01%
768
-28
1044
$140K ﹤0.01%
423
+169
1045
$140K ﹤0.01%
3,354
+637
1046
$140K ﹤0.01%
820
+61
1047
$140K ﹤0.01%
14,025
+1,550
1048
$139K ﹤0.01%
482
-1
1049
$139K ﹤0.01%
2,820
+37
1050
$138K ﹤0.01%
664
-122
40 41
42
43 44