S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1076
$132K ﹤0.01%
2,159
+499
1077
$132K ﹤0.01%
1,376
-26
1078
$132K ﹤0.01%
3,635
-1,276
1079
$131K ﹤0.01%
2,815
-102
1080
$131K ﹤0.01%
1,447
+80
1081
$131K ﹤0.01%
2,620
+13
1082
$131K ﹤0.01%
2,728
+42
1083
$131K ﹤0.01%
2,000
1084
$131K ﹤0.01%
389
-7
1085
$131K ﹤0.01%
2,536
+64
1086
$130K ﹤0.01%
15,892
1087
$130K ﹤0.01%
7,763
+5,008
1088
$130K ﹤0.01%
3,904
+1,004
1089
$130K ﹤0.01%
32,895
-11,453
1090
$130K ﹤0.01%
4,689
1091
$130K ﹤0.01%
3,796
+197
1092
$130K ﹤0.01%
1,757
+262
1093
$130K ﹤0.01%
693
+424
1094
$130K ﹤0.01%
3,921
-28
1095
$129K ﹤0.01%
9,039
-1,827
1096
$129K ﹤0.01%
2,306
+164
1097
$129K ﹤0.01%
4,099
-68
1098
$129K ﹤0.01%
7,045
-163
1099
$129K ﹤0.01%
1,276
+16
1100
$128K ﹤0.01%
595
+44
42 43
44
45 46