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
1251
$95.3K ﹤0.01%
2,139
1252
$95.1K ﹤0.01%
3,273
-1,631
1253
$95K ﹤0.01%
3,737
-15
1254
$94.9K ﹤0.01%
6,848
+1,537
1255
$94.4K ﹤0.01%
609
+46
1256
$94.4K ﹤0.01%
1,712
-558
1257
$94.4K ﹤0.01%
713
1258
$94.3K ﹤0.01%
6,145
-299
1259
$94.2K ﹤0.01%
1,037
1260
$94.1K ﹤0.01%
3,485
-840
1261
$93.7K ﹤0.01%
851
-38
1262
$93.5K ﹤0.01%
700
1263
$93.5K ﹤0.01%
1,134
+88
1264
$93.4K ﹤0.01%
1,786
-1,534
1265
$93.4K ﹤0.01%
1,663
+11
1266
$93.3K ﹤0.01%
1,078
+198
1267
$92.8K ﹤0.01%
1,449
1268
$92.7K ﹤0.01%
1,263
-36
1269
$92.2K ﹤0.01%
687
+1
1270
$92.2K ﹤0.01%
357
+342
1271
$92.1K ﹤0.01%
1,039
1272
$91.9K ﹤0.01%
3,929
+9
1273
$91.8K ﹤0.01%
1,689
+1,679
1274
$91.6K ﹤0.01%
5,677
-252
1275
$91.5K ﹤0.01%
705
+607