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
1351
$78.3K ﹤0.01%
3,599
-255
1352
$78K ﹤0.01%
1,643
+6
1353
$77.7K ﹤0.01%
827
-25
1354
$77.6K ﹤0.01%
6,173
+158
1355
$77.4K ﹤0.01%
30,975
+18,558
1356
$76.8K ﹤0.01%
915
+142
1357
$76.7K ﹤0.01%
2,652
+120
1358
$76.7K ﹤0.01%
2,269
-726
1359
$76.4K ﹤0.01%
1,638
-210
1360
$76.3K ﹤0.01%
4,453
+614
1361
$76.3K ﹤0.01%
2,700
1362
$76.2K ﹤0.01%
664
1363
$76K ﹤0.01%
21,049
+19,094
1364
$75.7K ﹤0.01%
1,904
1365
$75.5K ﹤0.01%
936
+226
1366
$75.4K ﹤0.01%
183
-21
1367
$75.2K ﹤0.01%
3,845
-371
1368
$75.1K ﹤0.01%
7,824
-6,979
1369
$74.9K ﹤0.01%
1,732
+36
1370
$74.8K ﹤0.01%
628
-55
1371
$74.8K ﹤0.01%
10,391
+6,464
1372
$74.7K ﹤0.01%
1,775
1373
$74.6K ﹤0.01%
319
-50
1374
$74.1K ﹤0.01%
2,800
-27
1375
$74.1K ﹤0.01%
+660