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
1151
$117K ﹤0.01%
1,398
+96
1152
$117K ﹤0.01%
533
-11
1153
$117K ﹤0.01%
776
-19
1154
$117K ﹤0.01%
3,500
1155
$116K ﹤0.01%
1,156
+58
1156
$116K ﹤0.01%
3,717
-12
1157
$116K ﹤0.01%
921
-752
1158
$116K ﹤0.01%
1,093
+72
1159
$116K ﹤0.01%
1,958
1160
$116K ﹤0.01%
4,136
+1,073
1161
$115K ﹤0.01%
21,020
+17,349
1162
$115K ﹤0.01%
3,669
-244
1163
$115K ﹤0.01%
14,760
+382
1164
$114K ﹤0.01%
4,698
-16
1165
$114K ﹤0.01%
1,455
-3
1166
$113K ﹤0.01%
4,941
+2,141
1167
$113K ﹤0.01%
1,468
+911
1168
$113K ﹤0.01%
539
-393
1169
$113K ﹤0.01%
1,331
-46
1170
$113K ﹤0.01%
726
+21
1171
$113K ﹤0.01%
1,448
+1
1172
$113K ﹤0.01%
1,018
1173
$112K ﹤0.01%
8,608
1174
$112K ﹤0.01%
1,469
+16
1175
$112K ﹤0.01%
8,800
-1,150
45 46
47
48 49