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
1401
$69.9K ﹤0.01%
423
+20
1402
$69.9K ﹤0.01%
1,452
+1,438
1403
$69.8K ﹤0.01%
1,435
-744
1404
$69.7K ﹤0.01%
645
+12
1405
$69.4K ﹤0.01%
1,613
1406
$69.2K ﹤0.01%
1,757
-160
1407
$69K ﹤0.01%
8,776
+48
1408
$68.8K ﹤0.01%
+2,917
1409
$68.3K ﹤0.01%
1,983
+100
1410
$68.2K ﹤0.01%
2,791
+1
1411
$67.8K ﹤0.01%
1,074
-247
1412
$67.8K ﹤0.01%
582
-26
1413
$67.8K ﹤0.01%
1,133
+142
1414
$67K ﹤0.01%
3,867
-3
1415
$66.9K ﹤0.01%
218
+4
1416
$66.4K ﹤0.01%
1,986
-802
1417
$66.1K ﹤0.01%
888
1418
$66.1K ﹤0.01%
1,658
+34
1419
$66K ﹤0.01%
5,707
-519
1420
$65.9K ﹤0.01%
4,250
+89
1421
$65.9K ﹤0.01%
572
-3
1422
$65.7K ﹤0.01%
709
-79
1423
$65.7K ﹤0.01%
+1,117
1424
$65.7K ﹤0.01%
820
+34
1425
$65.6K ﹤0.01%
2,571
-1,283