S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
101
$3.58M 0.07%
157,815
+12,267
102
$3.58M 0.07%
19,082
-1,944
103
$3.54M 0.07%
7,116
-231
104
$3.54M 0.07%
13,590
-896
105
$3.52M 0.07%
5,608
-332
106
$3.51M 0.07%
6,863
+471
107
$3.41M 0.06%
28,221
-1,450
108
$3.4M 0.06%
14,024
+91
109
$3.35M 0.06%
53,506
-2,570
110
$3.34M 0.06%
9,285
+180
111
$3.32M 0.06%
119,105
+1,421
112
$3.32M 0.06%
179,298
-372
113
$3.31M 0.06%
22,874
+1,113
114
$3.29M 0.06%
14,551
+767
115
$3.24M 0.06%
26,909
+1,150
116
$3.23M 0.06%
5,639
+107
117
$3.2M 0.06%
221,164
+7,811
118
$3.2M 0.06%
27,200
-24
119
$3.14M 0.06%
26,079
+2,599
120
$3.11M 0.06%
265,563
+12,154
121
$3.1M 0.06%
24,692
+676
122
$3.07M 0.06%
61,313
-274
123
$3.07M 0.06%
25,431
+431
124
$3.05M 0.06%
143,924
+6,664
125
$3.02M 0.06%
10,035
-773
3 4
5
6 7