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
1101
$128K ﹤0.01%
15,490
-3,473
1102
$128K ﹤0.01%
2,415
+13
1103
$127K ﹤0.01%
4,022
+501
1104
$127K ﹤0.01%
303
+202
1105
$127K ﹤0.01%
3,771
-48
1106
$127K ﹤0.01%
2,853
+45
1107
$127K ﹤0.01%
8,916
+344
1108
$127K ﹤0.01%
1,306
-99
1109
$127K ﹤0.01%
1,795
+119
1110
$127K ﹤0.01%
963
+44
1111
$127K ﹤0.01%
2,747
-83
1112
$127K ﹤0.01%
3,989
+972
1113
$126K ﹤0.01%
2,082
-13
1114
$126K ﹤0.01%
4,606
+30
1115
$126K ﹤0.01%
343
-41
1116
$126K ﹤0.01%
67,902
-12,250
1117
$126K ﹤0.01%
2,047
-97
1118
$124K ﹤0.01%
2,296
+1,387
1119
$124K ﹤0.01%
3,076
1120
$124K ﹤0.01%
754
1121
$124K ﹤0.01%
30,400
-1,095
1122
$124K ﹤0.01%
1,785
-699
1123
$124K ﹤0.01%
1,018
+17
1124
$123K ﹤0.01%
1,854
+459
1125
$123K ﹤0.01%
1,722
-18
43 44
45
46 47