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
1201
$107K ﹤0.01%
5,543
-77
1202
$107K ﹤0.01%
1,506
+2
1203
$106K ﹤0.01%
1,241
1204
$106K ﹤0.01%
311
+8
1205
$105K ﹤0.01%
2,700
1206
$105K ﹤0.01%
1,550
1207
$105K ﹤0.01%
2,376
+16
1208
$105K ﹤0.01%
13,622
+485
1209
$105K ﹤0.01%
230
-1
1210
$105K ﹤0.01%
444
-107
1211
$104K ﹤0.01%
17,965
-916
1212
$104K ﹤0.01%
4,493
+150
1213
$103K ﹤0.01%
7,194
+2,730
1214
$103K ﹤0.01%
820
+220
1215
$103K ﹤0.01%
7,332
+517
1216
$103K ﹤0.01%
4,523
-2,412
1217
$103K ﹤0.01%
916
+38
1218
$102K ﹤0.01%
5,406
+1,134
1219
$102K ﹤0.01%
649
-2
1220
$102K ﹤0.01%
+2,723
1221
$102K ﹤0.01%
9,728
-2,188
1222
$102K ﹤0.01%
812
+226
1223
$101K ﹤0.01%
1,478
+69
1224
$101K ﹤0.01%
481
+7
1225
$100K ﹤0.01%
4,549
-3
47 48
49
50 51