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
1176
$112K ﹤0.01%
2,885
+77
1177
$112K ﹤0.01%
5,610
+249
1178
$111K ﹤0.01%
1,878
-79
1179
$111K ﹤0.01%
1,160
-173
1180
$111K ﹤0.01%
4,350
-69
1181
$111K ﹤0.01%
6,411
-7
1182
$111K ﹤0.01%
300
+30
1183
$110K ﹤0.01%
1,302
+62
1184
$110K ﹤0.01%
6,052
+972
1185
$110K ﹤0.01%
1,345
-200
1186
$110K ﹤0.01%
1,021
-56
1187
$110K ﹤0.01%
525
-90
1188
$110K ﹤0.01%
1,366
+169
1189
$110K ﹤0.01%
2,233
+2,164
1190
$109K ﹤0.01%
373
1191
$109K ﹤0.01%
1,094
+65
1192
$109K ﹤0.01%
7,293
-3,521
1193
$109K ﹤0.01%
437
-8
1194
$108K ﹤0.01%
13,437
+3,468
1195
$108K ﹤0.01%
3,443
-1,120
1196
$108K ﹤0.01%
606
-111
1197
$108K ﹤0.01%
+3,034
1198
$107K ﹤0.01%
2,953
+453
1199
$107K ﹤0.01%
2,597
-20
1200
$107K ﹤0.01%
37,152
+4,146