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
1326
$82.8K ﹤0.01%
1,881
-108
1327
$82.7K ﹤0.01%
+2,688
1328
$82.7K ﹤0.01%
335
+5
1329
$82.6K ﹤0.01%
1,048
+19
1330
$82.1K ﹤0.01%
961
+6
1331
$81.9K ﹤0.01%
3,000
+1,000
1332
$81.8K ﹤0.01%
812
1333
$81.6K ﹤0.01%
2,265
+51
1334
$81.4K ﹤0.01%
3,272
+10
1335
$81.2K ﹤0.01%
2,171
-78
1336
$81.1K ﹤0.01%
3,791
-892
1337
$80.6K ﹤0.01%
7,969
+1,787
1338
$80.6K ﹤0.01%
2,244
-221
1339
$80K ﹤0.01%
377
1340
$79.6K ﹤0.01%
2,336
+31
1341
$79.6K ﹤0.01%
11,769
+3,651
1342
$79.4K ﹤0.01%
1,179
-27
1343
$79.3K ﹤0.01%
512
+1
1344
$79.2K ﹤0.01%
968
-80
1345
$79.2K ﹤0.01%
1,018
1346
$79.1K ﹤0.01%
4,386
+2,788
1347
$78.9K ﹤0.01%
8,397
-285
1348
$78.8K ﹤0.01%
5,527
1349
$78.5K ﹤0.01%
520
-70
1350
$78.5K ﹤0.01%
15,884
+388
52 53
54
55 56