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
1301
$87K ﹤0.01%
257
+5
1302
$86.9K ﹤0.01%
10,978
+1,271
1303
$86.9K ﹤0.01%
5,353
-127
1304
$86.9K ﹤0.01%
1,386
-628
1305
$86.8K ﹤0.01%
6,742
-8,152
1306
$86.5K ﹤0.01%
1,171
-29
1307
$86.3K ﹤0.01%
6,100
1308
$85.9K ﹤0.01%
1,476
1309
$85.6K ﹤0.01%
2,344
+301
1310
$85.5K ﹤0.01%
4,959
-235
1311
$85.4K ﹤0.01%
7,054
-378
1312
$84.9K ﹤0.01%
802
+113
1313
$84.8K ﹤0.01%
2,987
-1,208
1314
$84.6K ﹤0.01%
817
1315
$84.5K ﹤0.01%
1,131
-564
1316
$84.2K ﹤0.01%
671
+88
1317
$84K ﹤0.01%
4,428
+3,706
1318
$84K ﹤0.01%
1,779
-1,502
1319
$83.9K ﹤0.01%
690
-7,417
1320
$83.7K ﹤0.01%
1,126
-12
1321
$83.7K ﹤0.01%
3,920
-141
1322
$83.4K ﹤0.01%
1,300
-47
1323
$83.4K ﹤0.01%
222
1324
$83.1K ﹤0.01%
42,838
-3,970
1325
$83K ﹤0.01%
5,619
+27
51 52
53
54 55