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
1126
$123K ﹤0.01%
36,140
+8,170
1127
$123K ﹤0.01%
823
+622
1128
$123K ﹤0.01%
1,693
+128
1129
$122K ﹤0.01%
1,069
+74
1130
$122K ﹤0.01%
2,185
-523
1131
$122K ﹤0.01%
291
+13
1132
$122K ﹤0.01%
230
-30
1133
$121K ﹤0.01%
935
-363
1134
$121K ﹤0.01%
32,032
+9,134
1135
$121K ﹤0.01%
424
+14
1136
$121K ﹤0.01%
1,839
+1,193
1137
$121K ﹤0.01%
8,269
1138
$121K ﹤0.01%
2,528
1139
$120K ﹤0.01%
1,251
+27
1140
$120K ﹤0.01%
2,130
+313
1141
$120K ﹤0.01%
2,359
+123
1142
$120K ﹤0.01%
717
-282
1143
$119K ﹤0.01%
10,058
+123
1144
$119K ﹤0.01%
518
+27
1145
$119K ﹤0.01%
1,668
+75
1146
$119K ﹤0.01%
692
+61
1147
$119K ﹤0.01%
2,774
1148
$118K ﹤0.01%
624
+27
1149
$118K ﹤0.01%
10,000
-10
1150
$117K ﹤0.01%
324
-212
44 45
46
47 48