S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$9.97M
2 +$8.47M
3 +$6.4M
4
BND icon
Vanguard Total Bond Market
BND
+$4.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1 +$8.52M
2 +$8.01M
3 +$6.12M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.69M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.42%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$62.3K ﹤0.01%
666
-21
1452
$62.2K ﹤0.01%
1,798
-185
1453
$62.1K ﹤0.01%
10,476
-2,453
1454
$62K ﹤0.01%
419
-196
1455
$62K ﹤0.01%
281
+39
1456
$61.9K ﹤0.01%
5,534
1457
$61.9K ﹤0.01%
1,238
1458
$61.8K ﹤0.01%
4,916
+3,745
1459
$61.7K ﹤0.01%
1,214
+1,082
1460
$61.7K ﹤0.01%
1,009
+53
1461
$61.7K ﹤0.01%
1,211
1462
$61.6K ﹤0.01%
390
-34
1463
$61.6K ﹤0.01%
7,565
-21,696
1464
$61.5K ﹤0.01%
1,208
+903
1465
$61.3K ﹤0.01%
1,703
-101
1466
$61.2K ﹤0.01%
628
1467
$61.1K ﹤0.01%
662
+14
1468
$61.1K ﹤0.01%
1,866
+1,865
1469
$61K ﹤0.01%
306
+1
1470
$61K ﹤0.01%
1,060
+7
1471
$60.9K ﹤0.01%
8,227
-471
1472
$60.8K ﹤0.01%
13,891
+13,552
1473
$60.8K ﹤0.01%
1,940
1474
$60.7K ﹤0.01%
684
+263
1475
$60.7K ﹤0.01%
2,501
+224