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
1501
$57.6K ﹤0.01%
159
-53
1502
$57.6K ﹤0.01%
5,477
+4,977
1503
$57.6K ﹤0.01%
1,141
+33
1504
$57.4K ﹤0.01%
1,518
-168
1505
$57.3K ﹤0.01%
1,011
+8
1506
$57K ﹤0.01%
+750
1507
$56.9K ﹤0.01%
309
-25
1508
$56.8K ﹤0.01%
2,038
+110
1509
$56.7K ﹤0.01%
621
-43
1510
$56.7K ﹤0.01%
573
1511
$56.5K ﹤0.01%
518
+82
1512
$56.5K ﹤0.01%
1,000
1513
$56.5K ﹤0.01%
1,072
1514
$56.3K ﹤0.01%
1,472
+19
1515
$56.3K ﹤0.01%
1,729
+1,579
1516
$56K ﹤0.01%
606
+165
1517
$56K ﹤0.01%
743
+21
1518
$55.9K ﹤0.01%
594
+138
1519
$55.9K ﹤0.01%
908
+15
1520
$55.8K ﹤0.01%
1,327
1521
$55.7K ﹤0.01%
8,087
+6,817
1522
$55.7K ﹤0.01%
313
-192
1523
$55.7K ﹤0.01%
1,999
+73
1524
$55.6K ﹤0.01%
795
-484
1525
$55.6K ﹤0.01%
391
+5
59 60
61
62 63