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
1376
$73.9K ﹤0.01%
846
-53
1377
$73.7K ﹤0.01%
958
-60
1378
$73.6K ﹤0.01%
4,173
+3,588
1379
$73.5K ﹤0.01%
3,192
1380
$73.4K ﹤0.01%
2,675
-27
1381
$73.4K ﹤0.01%
1,088
+95
1382
$72.9K ﹤0.01%
891
-70
1383
$72.6K ﹤0.01%
617
+4
1384
$72.5K ﹤0.01%
2,822
-106
1385
$72.3K ﹤0.01%
1,908
-264
1386
$72.2K ﹤0.01%
483
+26
1387
$72.2K ﹤0.01%
4,159
+205
1388
$71.5K ﹤0.01%
653
-8
1389
$71.4K ﹤0.01%
1,136
+66
1390
$71.2K ﹤0.01%
898
+221
1391
$71.2K ﹤0.01%
1,914
-499
1392
$71.1K ﹤0.01%
2,628
+443
1393
$71K ﹤0.01%
227
+6
1394
$70.9K ﹤0.01%
338
+1
1395
$70.8K ﹤0.01%
1,567
1396
$70.2K ﹤0.01%
3,193
+822
1397
$70.1K ﹤0.01%
894
1398
$70.1K ﹤0.01%
2,329
-644
1399
$70K ﹤0.01%
1,235
-149
1400
$70K ﹤0.01%
918
-58