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
1276
$91.4K ﹤0.01%
628
+86
1277
$91.2K ﹤0.01%
2,602
-1,673
1278
$91K ﹤0.01%
5,225
-952
1279
$90.9K ﹤0.01%
3,079
+76
1280
$90.5K ﹤0.01%
18,400
1281
$90.5K ﹤0.01%
30,477
-518
1282
$90.3K ﹤0.01%
1,646
-1,308
1283
$89.4K ﹤0.01%
762
-8
1284
$89.4K ﹤0.01%
250
+1
1285
$88.8K ﹤0.01%
1,093
+36
1286
$88.8K ﹤0.01%
2,897
+132
1287
$88.6K ﹤0.01%
1,299
+371
1288
$88.5K ﹤0.01%
3,903
+493
1289
$88.4K ﹤0.01%
1,083
+1,043
1290
$88.2K ﹤0.01%
1,514
+761
1291
$88.1K ﹤0.01%
5,031
+1,460
1292
$88K ﹤0.01%
1,620
1293
$87.9K ﹤0.01%
1,825
+450
1294
$87.8K ﹤0.01%
1,821
-286
1295
$87.7K ﹤0.01%
1,913
+564
1296
$87.6K ﹤0.01%
530
1297
$87.5K ﹤0.01%
1,494
+381
1298
$87.1K ﹤0.01%
2,554
1299
$87.1K ﹤0.01%
525
+98
1300
$87.1K ﹤0.01%
265
+31
50 51
52
53 54