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
1476
$60.6K ﹤0.01%
391
1477
$60.3K ﹤0.01%
1,112
1478
$60.3K ﹤0.01%
347
+22
1479
$60.2K ﹤0.01%
29,960
+956
1480
$60.1K ﹤0.01%
2,062
-5,357
1481
$60.1K ﹤0.01%
1,583
-1,021
1482
$59.9K ﹤0.01%
2,788
-15
1483
$59.9K ﹤0.01%
1,551
+66
1484
$59.6K ﹤0.01%
877
1485
$59.5K ﹤0.01%
3,426
-50
1486
$59.3K ﹤0.01%
4,373
-664
1487
$59.2K ﹤0.01%
3,796
+135
1488
$59.1K ﹤0.01%
553
+22
1489
$59K ﹤0.01%
759
-1,093
1490
$58.7K ﹤0.01%
784
+6
1491
$58.6K ﹤0.01%
1,017
+460
1492
$58.4K ﹤0.01%
+5,070
1493
$58.4K ﹤0.01%
996
-111
1494
$58.3K ﹤0.01%
333
+81
1495
$58.1K ﹤0.01%
1,079
-4,522
1496
$58.1K ﹤0.01%
362
-2
1497
$58K ﹤0.01%
900
1498
$57.9K ﹤0.01%
1,875
-64
1499
$57.8K ﹤0.01%
998
+50
1500
$57.8K ﹤0.01%
1,548
58 59
60
61 62