S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
126
$3.01M 0.06%
12,562
+303
127
$2.94M 0.06%
12,913
-248
128
$2.88M 0.05%
24,477
+2,520
129
$2.86M 0.05%
55,754
-69
130
$2.84M 0.05%
18,499
-1,010
131
$2.79M 0.05%
56,363
+5,003
132
$2.73M 0.05%
11,884
-766
133
$2.69M 0.05%
8,168
+3,328
134
$2.66M 0.05%
12,967
+363
135
$2.64M 0.05%
15,283
+247
136
$2.62M 0.05%
12,214
+5
137
$2.62M 0.05%
49,870
-1,078
138
$2.61M 0.05%
29,237
+1,368
139
$2.6M 0.05%
15,998
+12,053
140
$2.57M 0.05%
15,814
-579
141
$2.5M 0.05%
11,324
+41
142
$2.5M 0.05%
25,173
+1,938
143
$2.49M 0.05%
22,549
-135
144
$2.47M 0.05%
22,132
+1,602
145
$2.46M 0.05%
11,599
-331
146
$2.46M 0.05%
65,531
-3,670
147
$2.46M 0.05%
61,418
-4,144
148
$2.43M 0.05%
21,096
-286
149
$2.4M 0.05%
4,942
+38
150
$2.4M 0.05%
42,242
+1,891
4 5
6
7 8