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
1226
$100K ﹤0.01%
1,922
+74
1227
$99.9K ﹤0.01%
2,984
1228
$99.9K ﹤0.01%
1,000
+250
1229
$99.7K ﹤0.01%
2,664
+282
1230
$99.5K ﹤0.01%
4,673
+550
1231
$99.3K ﹤0.01%
735
+174
1232
$99.1K ﹤0.01%
1,338
1233
$99K ﹤0.01%
3,516
-1,358
1234
$99K ﹤0.01%
784
+156
1235
$98.4K ﹤0.01%
2,545
-92
1236
$98.4K ﹤0.01%
2,167
-131
1237
$98.3K ﹤0.01%
3,075
+1,375
1238
$97.9K ﹤0.01%
1,619
-1,479
1239
$97.4K ﹤0.01%
621
+23
1240
$97.4K ﹤0.01%
1,933
1241
$97.3K ﹤0.01%
50
1242
$97.1K ﹤0.01%
225
+1
1243
$96.9K ﹤0.01%
540
-25
1244
$96.6K ﹤0.01%
375
-68
1245
$96.5K ﹤0.01%
3,927
-725
1246
$96.3K ﹤0.01%
3,480
+1,288
1247
$96.2K ﹤0.01%
4,566
+911
1248
$96.2K ﹤0.01%
631
+8
1249
$95.9K ﹤0.01%
10,025
-476
1250
$95.3K ﹤0.01%
692
+6
48 49
50
51 52