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
1426
$65.3K ﹤0.01%
2,082
-267
1427
$65.3K ﹤0.01%
1,475
+1,177
1428
$65.2K ﹤0.01%
7,175
-360
1429
$65.2K ﹤0.01%
669
-43
1430
$65.1K ﹤0.01%
448
+79
1431
$65.1K ﹤0.01%
2,896
-1,185
1432
$65K ﹤0.01%
704
+125
1433
$64.9K ﹤0.01%
700
1434
$64.9K ﹤0.01%
234
1435
$64.9K ﹤0.01%
+9,496
1436
$64.7K ﹤0.01%
2,739
+179
1437
$64.6K ﹤0.01%
3,768
-912
1438
$64.5K ﹤0.01%
724
-7
1439
$64.5K ﹤0.01%
1,500
1440
$64.2K ﹤0.01%
300
+8
1441
$63.8K ﹤0.01%
1,339
-94
1442
$63.7K ﹤0.01%
6,164
+47
1443
$63.7K ﹤0.01%
1,902
+30
1444
$63.3K ﹤0.01%
5,661
1445
$63.2K ﹤0.01%
2,912
+50
1446
$63.1K ﹤0.01%
788
-119
1447
$63.1K ﹤0.01%
5,326
-2,370
1448
$62.7K ﹤0.01%
37,313
1449
$62.5K ﹤0.01%
910
-330
1450
$62.5K ﹤0.01%
6,786
-4,776
56 57
58
59 60