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
1526
$55.5K ﹤0.01%
897
+45
1527
$55.5K ﹤0.01%
689
+145
1528
$55.5K ﹤0.01%
554
-154
1529
$55.4K ﹤0.01%
379
-1,022
1530
$55.3K ﹤0.01%
1,501
-19
1531
$55.2K ﹤0.01%
1,663
+1,180
1532
$55.2K ﹤0.01%
338
+106
1533
$55K ﹤0.01%
660
1534
$55K ﹤0.01%
829
-17
1535
$55K ﹤0.01%
3,278
+303
1536
$54.7K ﹤0.01%
4,119
-1,119
1537
$54.5K ﹤0.01%
3,345
-345
1538
$54.4K ﹤0.01%
888
+13
1539
$54.1K ﹤0.01%
+2,734
1540
$54.1K ﹤0.01%
6,784
-1,288
1541
$54.1K ﹤0.01%
800
1542
$53.9K ﹤0.01%
2,771
-38
1543
$53.6K ﹤0.01%
283
+2
1544
$53.6K ﹤0.01%
318
+22
1545
$53.5K ﹤0.01%
5,000
-2,869
1546
$53.5K ﹤0.01%
1,148
-96
1547
$53.3K ﹤0.01%
2,054
1548
$53.3K ﹤0.01%
913
+4
1549
$53.2K ﹤0.01%
490
1550
$53.2K ﹤0.01%
1,151
-293
60 61
62
63 64